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

To: Apollo who wrote (12422)	12/8/1999 11:03:00 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

My next post will be a G & K overview of Exodus Communications. This company, in which I hold a very small position, is in an important segment of the E-commerce story, and is definitely in the tornado. My DD included review of the company website, discussion with Investor Relations, internet search for articles, review of recent posts on the Silicon Investor, Yahoo, Raging Bull and Motley Fool message boards; and finally review of several analysts'reports. I provide this both as a personal exercise to improve my own G & K skills, and as one type of example in how to evaluate a potential King or Gorilla. Hopefully, future presentations by others on this thread will improve upon this model. I conclude that Exodus Communications is in the tornado, and is a King in its category. I welcome comment and refinement of these postulates. I might add, however, that though I have RTFM twice, I have not read the revised version yet. It could be that Exodus is a Godzilla, but the definitions I could find in the revised manual seemed woefully incomplete and nebulous. Apollo

To: Apollo who wrote (12422)	12/8/1999 11:09:00 PM
From: pala	Respond to of 54805

Appollo; Heres the original i2 discussion from back in Oct. again. Bruce Brown (I think) and I already consider i2 at least a nitch Gorilla in Supply Chain Planning and Management. siliconinvestor.com Mike thinks they may be subsumed by the big ERP's, but I think that SAP throwing in with IBM put us one more step away from that worry. Still possible of coarse. i2 is in the FM and the RFM, but my RFM disappeared and I can't remember what they said, off hand. Anyway this is all I know, except for the addition of Sieble and SAP to the value chain. And i2 to theirs I imagine. We just need to wait, longer than we want to, and see how it plays out. Enjoy Doug