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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Sommers who wrote (3152)	6/25/1999 1:55:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

BTW, I assume you'll let us know if you decide to shift 40 CSCO, 40 MSFT, 20 Q...;) Sommers, I am 80% Q and 20% cisco. If I shift, it will be to sell some Cisco and go 10% Cisco & 10% MSFT. Still Debating. I am very timid about these things.

To: Sommers who wrote (3152)	6/25/1999 11:39:00 PM
From: Mike Buckley	Respond to of 54805

To be sure, Q is in a much different situation than SAP was. Sommers is right! I think most specific comparisons of Q with SAP are meaningless. The Q is selling an enabling technology in which the end users are consumers. SAP is selling an app (though I believe their R3 platform is much like an enabling technology)in which the end users are busineses. Other than the generalities of gorilla-game thinking, that leaves few valid comparisons to be made. Just my opinion. --Mike Buckley P. S. Sommers, give those kids a hug for all of us. :)