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

To: Uncle Frank who wrote (6117)	9/9/1999 11:26:00 AM
From: MulhollandDrive	Read Replies (2) \| Respond to of 54805

Uncle Frank, >>Regarding ARBA, I think they might have a hard time in the future dealing with the big ERP players, i.e. SAP and Oracle. I have heard from my internal sources at ARBA that SAP is coming out with an "Ariba Killer". So I think that it would be wise to watch and wait on Ariba before we add it to the Watch and Wait portfolio <g>.<< I noticed that SAP is making a move again on heavy volume, think that there may be a connection? Should I sell my ARBA shares and buy SAP? bp