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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (44989)	7/29/2001 10:17:59 AM
From: Mike Buckley	Read Replies (1) of 54805

Bruce, It's great to have you back! When you can get around to it, I'd enjoy your seeing your thoughts about ITWO. I've never gotten around to following the company closely, so I wonder if ITWO is in as serious of a transition as some think. As an example, is the company really going to have to rethink its sales strategy to go after the smaller sales now? If so, is that a problem? And what are the implications we can learn from ITWO's situation that are specific to Gorilla Gaming? As much as I hate to even bring this subject up, is it possible that ITWO's recent woes are explained by its product category finally being subsumed by the ERP category, and does that partially explain SAP's recent resurgence? Could that really happen so late in the game? If it could and if it did, how do we explain Manugistics's recent improvement in fundamentals? --Mike Buckley

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