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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (44813)	7/23/2001 11:08:40 AM
From: Judith Williams	Read Replies (1) of 54805

Mike-- confused about your conclusion that a tornado has not yet begun We are totally in agreement with your points 1-5. If the tornado has not yet become, it is certainly on the brink. I, certainly more than Don, am inherently conservative. I looked at the revenue numbers for last quarter and wondered whether the momentum was slowing and the tornado would be need some time to gain full strength--given the macro environment and IT spending. I don't understand the questions in the last paragraph or what you are getting at. WebLogic's platform essentially works as an operating system. The constraint to adoption would be the time and expense involved in implementing any enterprise-wide os. The benefit WebLogic offers is that the integration is built into the system and the system itself has a high degree of interoperability across internal company-wide business functions and between companies. --Judith

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