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

To: Mike Buckley who wrote (6613)	9/19/1999 8:37:00 PM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 54805

OK. Fair enough.... SEBL seems like the best software play I can do, on top of my MSFT. They are NOT competitors MSFT/SEBL(great), Oracle license revenue is shrinking, not growing (read their last quarter, it's interesting), SAP is a made-in-europe disaster, and SEBL is MUCH bigger (I think) than any other in it's space of web-enabled CRM right ? Points: 5 Risk: 4 Low-Medium, as they REALLY dominate their space and their competition has been totally inept, with other horizontal goriallas, SAP/Oracle acting like rank amateurs. Weak competitors(but lots), relatively NON-mass market(CRM), but very advanced technically, from what I understand. And their customer management is something else, a la Cisco. GMST seems like a good product that might possibly take off in a major way, if it has not already. I like to invest in companies that I would LOVE to have their products, that have patents and/or gorilla characteristics to protect themselves. Points : 6 Risk: High, but less than Qcom 7 Less competitors, More "chasm" potential as their market is VERY Mass Market, a la MSFT, but not for a long time will it be a Global mass-market guide (I think) We all know about the Q, it's opportunities and it's risks. i.e. GSM not dying and CDMA Not taking the world by storm, and of couse, with the handset sale, can they grow REVENUES fast enough by being a fabless semi maker (admittedly with a LOT of patents <smile>) Points: 7 Risk: 8 ... No competitors in CDMA, GORILLA in CDMA But King ONLY in the cell/wireless area, a.k.a. GSM, TDMA etc. (Extremely STRONG competitors in their field) Potentially the highest Risk-Reward, but Risk is higher than SEBL and maybe the same as GMST. Has GMST if not more, Mass-market potential, with global potential Am I completely out to lunch my friend ? Let me know Jean