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

To: John Stichnoth who wrote (12508)	12/9/1999 8:21:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Oracle's biggest weakness just might be its CEO. Fewer and fewer companies are willing to partner with him. Not good when it comes to connecting the links of a value chain. Now SAP has tossed Oracle out into the cold and taken in IBM. cnnfn.com Oh, and speaking of IBM... Frank, go stand in the corner for forgetting that IBM remains the gorilla of mainframes. I don't know how or if the company will leverage that, but we tend to think inaccurately that there are only three Gorillas in the world. --Mike Buckley