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

To: Mike Buckley who wrote (12600)	12/12/1999 2:20:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

<<i2 -- Gorilla of the Supply Chain (if it's not too early to crown a gorilla in that space)>> Um, a few weeks ago you opined that SCM was one of the least likely B2B sectors to become a gorilla game (or something to that effect). Have you changed your mind, and if so, why? tekboy/Ares@i2amworriedaboutvaluations.com

To: Mike Buckley who wrote (12600)	12/12/1999 12:39:00 PM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

Mike--Thanks. All interesting, and I'm continuing to look at them. I'm going to have to think a little bit more before giving a more thorough response, though. BTW--I think you were a little hard on Mr. Ellison yesterday, re the SAP change. SAP and Oracle have identified each other as prime rivals for a year now. I hadn't realized that SAP's offering was still built on an Oracle platform. IBM otoh has identified marketing other applications as a prime revenue driver, tieing in with their services/consulting side. So, they were a natural choice for SAP. I'm surprised the change didn't happen sooner. Best, JS