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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Seeker of Truth who wrote (51580)5/26/2002 10:44:06 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Malcolm,

I'd add Oracle, SAP, IBM and PeopleSoft to your list and I'm still not convinced that i2 isn't a Gorilla (even though I don't remember if I was ever convinced that it was.) Regardless, I realize that you're aware that there's a story behind each of those companies that makes their gorilla status in a lesser league than those you mentioned.

--Mike Buckley
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