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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Judith Williams who wrote (44781)	7/23/2001 9:47:27 AM
From: Mike Buckley	Read Replies (3) of 54805

Judith and Don, Great Hunt report! Thanks much! I'm confused about your conclusion that the tornado has not yet begun. I see the following: 1) total growth rates, 2) all the contenders appear to be shipping a whole product, 3) the platform vendors appear to be focusing on internal issues that enable the notion of "just ship it!" rather than focusing on customization that addresses needs of individual customers, 4) the value chains are sufficiently strong to support a tornado, and 5) demand appears to be outstripping supply. What is the missing element that tells you the tornado has not yet formed? Is it because the licensing growth is not strong enough to call it a tornado? I've never wrapped my hands around the issue that the company has to "set up" a platform or that someone has to set it up. Is this any different or more complicated than a third-party integrator setting up an enterprise-wide software application? Is this a constraint to product adoption any more so than in the case of an enterprise-wide app? --Mike Buckley

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