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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (53547)	1/29/2003 3:36:00 PM
From: Lizzie Tudor	Read Replies (1) of 54805

That's one of the reasons that in times such as now, the strong get stronger and the weak get weaker. Funny you mention that... I agree with you on this point in theory, but in practical terms this recession seems to be letting some medium-strength companies from the 90s emerge as stronger while some former giants are falling. So far I have beas, Macromedia and Hyperion as improving their competitive position, while Siebel (still a question) and obviously I2/ariba as giving way to SAP, Oracle and Psft. I wouldn't have predicted a shakeout quite like this in 2000. Lizzie

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