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

To: Mike Buckley who wrote (5041)	8/21/1999 11:38:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Mike: If you have time to watch the Orioles lose creatively, suggest you might want to turn down the TV sound on one of their future games and go to this link using your PC simultaneously - and turn the sound for the PC up. This is frustrating in its interruptions for network interference and glitches but if you can manage to get through it (it is long also) a source of info from three key players in CDMA - the Q, Vodaphone (Airtouch) and Lucent represented by some remarkably articulate and knowledgeable guys - hosted by Perry LaForge of CDG. digevent.com Cha2 PS Commend to others interested in 3rd gen CDMA - if you have the interest and patience.

To: Mike Buckley who wrote (5041)	8/22/1999 7:26:00 PM
From: Brian K Crawford	Read Replies (1) \| Respond to of 54805

Re: Siebel vs Oracle, SAP, Baan....Let me know your thoughts. Mike, thank you for the response and competitive overview of the front office market and Siebel, versus the back office "old guard". My thoughts are increasingly moving to the conviction that I need to establish a position in Siebel. I am gathering more data, and am going to try to put together an analysis of their Gorilla Game status, which I will bring back to share with the board. I just finished reading the book, so the exercise will help solidify my understanding of the concepts as I also better understand the market strengths of Siebel. Brian