Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (43329)	6/8/2001 2:50:27 PM
From: Bruce Brown	Read Replies (1) of 54805

Bruce: What you seem to be describing is a King at best, perhaps a Prince for BEA. Am I misunderstanding? Cha2 PS. Siebel may be a gorilla, but the case for BEA seems weak. We're talking about an enabling software game in terms of the game that BEA's WebLogic plays. I realize this game has not been discussed here at all over the past year, but we've covered it inside out and then some over on the Fool GG board as well as the Fool BEA Systems board and on the GG listserv. It's not a game based on 'execution' and lower margin products found in a royalty game, but is an enabling operating system game for the e-business platform upon which applications run. The leader is BEA Systems platform, but IBM holds a tight second in terms of market share with their product. BB

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