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

To: Apollo who wrote (13658)	12/31/1999 9:48:00 AM
From: LindyBill	Read Replies (4) \| Respond to of 54805

Moore's comments and discussion are "very rough" at this point. Snas, we have a major problem with Moore. He is a marketing guy with a Social Science background, and these guys don't like to rigorously define their terms. As he continues on with the Gorilla concept, he is getting all over the lot.

To: Apollo who wrote (13658)	1/2/2000 3:04:00 PM
From: Mike 2.0	Respond to of 54805

Stan, re EXDS king candidate, have you seen any info re the web consulting houses, which while not gorilla candidates themselves (as well defined in tfm), seem very important members of the value chain, advising clients how to render their businesses into e-businesses. I do not see anything suggesting EXDS has alliances with the likes of EDS, Viant, Scient, Sapient, Cambridge Technology, et al. QWST's partnering with KPMG was significant IMO. I would love to see such alliances in place with EXDS, which would cinch my buy decision. If I see such alliance info I will post, if you (or anyone else) do, pls do same. TIA, cheers