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


To: LindyBill who wrote (8315)10/14/1999 7:47:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 54805
 
Hi Lindy,

Would you mind putting the real name in parenthesis behind the nick names....It's getting difficult to keep up with the characters. The thread has to many messages to spend time back tracking. Thanks.

bp



To: LindyBill who wrote (8315)10/24/1999 5:03:00 PM
From: Mike Buckley  Respond to of 54805
 
Lindy,

I bought I2 [and later sold.] I will be very interested in Merlin's analysis when he gets back.

Of all the enterprise-wide emerging software industries, I'm the least enthusiastic of the supply-chain sector. It seems to me that it will be the easiest to be consumed by the larger ERP sector.

Just my opinion.

--Mike Buckley