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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (497)2/26/1999 10:45:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Frank must be getting brain overload thinking about that career offer. :)

The only known large sector Gorillas identified to date are msft, csco, and dell.

I'm sure he meant to write, MSFT, CSCO and INTC, not Dell.

I think it's very well established that SAP is indeed the gorilla of the ERP space. They are the third of fourth largest (can't remember which) software company in the world and their revenue is more than their three or four largest (again, can't remember) competitors combined. All the other data leaves little or no room for doubt about their status as gorilla.

--Mike Buckley
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