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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Judith Williams who wrote (44779)	7/29/2001 4:21:43 AM
From: Bruce Brown	Read Replies (2) of 54805

Excellent presentation on BEA Systems, Judith and Don. In your collection of material, did either of you happen to run across the list of 30+ companies that 'initially' attempted to enter this space in the past few years and the follow up on how that list has evolved to a resultant BEA and IBM as the two top dogs? BB P.S. A personal thanks to all that shared their thoughts and concerns regarding the recent loss of a nephew. I had planned on responding to each one on an individual basis, but please accept my apologies and know that your concerns were warmly appreciated.

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