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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (52291)7/23/2002 1:14:51 AM
From: paul_philp  Read Replies (1) of 54805
 
Thomas,

I really do not know where to begin to reply. Either we disagree about first principles or I am taking your post to be an overly strong endorsement of Siebel. Let me see if I can narrow the gap a little. Are any of the following statements true:

- You believe that there is not an architectural shift underway to a entirely web based architecture.

- You believe that there is a new architecture emerging and the transition is mostly smooth and not disruptive.

- You believe that there is a disruptive new architecture emerging and Siebel is managing their technology in order to be succesful in the post-disruption market.

- You believe that there is a disruptive new architecture emerging and Siebel will become a/the dominant supplier of enabling software.

Your answer will help me answer your post.

Thanks,
Paul
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