Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: ynot who wrote (48321)	10/25/2001 3:13:04 PM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

ERP and CRM market direction SEBL desperately attempting to extend SAP ORCL and others have better products and more coming CRM design is old and doesn't fit multichannel, co-operating with companies that you compete with via channels Connectivity and ability to integrate is poor because of the history of absorbing products and welding together While I would disagree with a number of those points ... at least the ones specific enough to be interpretable ... the question remains why you predict a 50% drop in market cap over 9 months. Why not 75% Or 25% Or 10% growth instead of something more?

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