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

To: John Stichnoth who wrote (3558)	7/8/1999 3:14:00 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

One of the things that has always worried me about Oracle is Ellison's tendency to want to find excitement in things like fast cars and boats. Isn't running a multi billion dollar business exciting enough? One thing about Bill Gates is that he lives for MSFT. You don't get in ORCL's position by having dumb management, so if Ellison can devote himself to business it could be good for ORCL. I don't doubt his ability, just his powers of concentration.<<gg>> I consider SEBL to be in a different business than SAP or PSFT. Though it will likely change eventually, they are really not competitors now. Actually ORCL, SAP, and PSFT are considered "back office" software concentrating on accounting, manufacturing. and resource management. SEBL is in "front office" software concentrating on sales, marketing, and customer support.

To: John Stichnoth who wrote (3558)	7/8/1999 11:12:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

John, If I understand correctly, oracle's using their entrenched position in one market (its oracle product) to push its way into adjoining areas might qualify it as a gorilla. And I see little downside. I agree completely. Oracle is the gorilla of the database market. Because all back- and front-office apps rely on a database, they are leveraging their gorillaness in their attempt to become a gorilla in other markets as well. I don't know if they will be successful in becoming a gorilla of one or more new markets, but I do think there is little downside risk. --Mike Buckley