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

To: Len who wrote (3459)	7/5/1999 6:22:00 PM
From: Len	Read Replies (1) \| Respond to of 54805

All: NEON As it turns out I guess I did have some inaccurate information so I dug into some more data--- and, it is still good. Prudential Securities states that the two dominant palyers are NEON and TSI International. Together they control 75% of a $220 Million market. NEON is growing faster than TSI and its position with Peoplesoft, SAP, and IBM positions them for continued excellent growth. NEON nearly tripled year over year revenues in 1998. Revenues are expected to continue to grow by 60% and earnings by as much as 75% for the foreseeable future. AMR Research noted that EAI market could triple in 1999. Interesteing that Crossworlds and other notable startups are not mentioned. But, when two companies own 75% of the market the others have a long way to go to make an impact. Len