For a variety of reasons, neither Oracle nor SAP have been popular here as investments, and even if Moore calls them gorillas, there seems to be little support for giving them that status on this thread.
In terms of companies that have been around for a few years - Oracle, SAP, PeopleSoft, Manugistics, i2 and Seibel are certainly all still around. What one wants to call each of them doesn't limit what each has accomplished within their target niche in the software business. It seems the transition from client-server to web based architecture has kept them busy with product introductions and announcements over the past 12 or more months.
PS Then there is the subsidiary question, would 3 silverbacks plus Qualcomm (perhaps) provide sufficient diversification and opportunity for the majority of portfolios - whether the entire portfolio or more realistically the tech portion, or even more realistically the G&K portion?
For myself, I've always been under the impression that a technology only portfolio (or any sector) is not the best money management strategy unless one wants to take on the risk of playing a large swing trade move that is occurring with all boats floating in a multi-quarter move (such as we saw in the 1998 - 2000 which was doing quite well from 1995 to 1998 as well). If you want to only have large caps in your technology portion of your portfolio as a strategy, then certainly companies like Microsoft, Intel, Qualcomm and Cisco deserve attention for the right price in the G category. I'm not in favor of a large-cap only portfolio either - no matter what sector - but that's my personal preference. I like small-caps and mid-caps as well. In terms of the TALC for the products of those 4 large-caps, compelling stories remain intact.
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