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

To: pala who wrote (10069)	11/10/1999 1:00:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

"I'm thinking that startup b2b providers are up against Gorilla's and the outcome is a no brainer. And the public are unwittingly acting as venture capitalists for the startups, and we know venture capitalists are happy if 1 in 10 of their ventures survive. But these days they can sell them retail at a huge markup to retail venture capitalists. This is not even in the same universe as the b2c world, with the early mover, brand advantage (small transactions to the consumers). Where the Gorillas controling the core technology were not in the game." And for the dummies among us, the practical investing implications of this are....what? tekboy/Ares@can'tgethimselftocontinueignoringB2B.com

To: pala who wrote (10069)	11/10/1999 1:22:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

gmst...just broke to a new high.

To: pala who wrote (10069)	11/10/1999 2:15:00 PM
From: Bruce Brown	Respond to of 54805

Pala, Let me clarify what I was saying about earnings expectations being raised by analysts and that even with the raised estimates - they are still too low. It had nothing to do with Gorillas, or technology companies or why we hold these stocks. I'm well aware why we hold them. I should have been more clear in my message, however it was a PM to Mike and I hope he knew what I was talking about. I was trying to get across the point that technology companies including gorillas, kings and other creatures are helping non-tech companies get leaner and meaner. They are helping them save money and improve their financial health which is resulting in their increased earnings and share price appreciation for their shareholders. Stocks like Catepillar, Alcoa, Home Depot - you name it. It's our tech companies that are helping these companies get streamlined and improve their health with their product solutions. That's what my statement you quoted below was intended to be directed towards. I hope this clears up the issue. There is a reason an old chestnut like Catepillar has cleaned up and looks much healthier today despite lower sales revenues. They are using some powerful SCM, back and front office solutions that have saved them millions of dollars. There are a lot of similar stories taking place and many more to come. When these company stories improve, thanks to technology solutions, the broader market expands and we have a powerful market place. Very bullish. We have analysts raising earnings expectations across the board and they are still too low. I think we've entered a powerful phase of the market and Siebel is one of the 'pick and tool' companies that is going to help corporations get even meaner and leaner. That goes for i2 as well. BB