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

To: Daiju Kohno who wrote (5125)	8/23/1999 7:12:00 AM
From: Mike Buckley	Respond to of 54805

Daiju, TSK stands for the "Task" in Computer Task Group (but you probably already knew that,... No, I didn't know that. Thanks! Do you see how this news would significantly affect either company? The news in and of itself isn't significant in my opinion for Siebel though it might be for TSK. Companies are falling all over themselves in a desire to make partnerships with front office software companies, recognizing that the front office market will be so huge and is growing so fast. If this is TSK's first front office partnership, it could be meaningful. It would be necessary to research TSK to have a full understanding of it. The reason I posted the news (and will continue to post similar news in the future) is because it shows the growing strength of the value chain. In the context of this folder, that's important. When (if) we see that no more links are being addded to a particular competitor's value chain, that's immensely important. --Mike Buckley