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

To: tekboy who wrote (16097)	1/23/2000 7:21:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

Tekboy I wonder if Siebel has 'stalled' because the CRM wars are virtually over with Vantive and Clarify getting sold off. Without a war there isn't much press. Without press there is less excitement and thus less demand. Supply and demand drives the stock market. I think Siebel's next financial report due Tuesday will clearly show that Siebel, as a company hasn't stalled in the least, just their stock has. I also believe that Siebel's new wins at Yahoo, Excite and Saturn and a coming huge deal with IBM AND the introduction of Siebel2000 which, I believe has many b2b functions will highlight that Siebel has entered the b2b wars with some very powerful ammunition. I think THIS will cause the stock to move again.

To: tekboy who wrote (16097)	1/23/2000 8:26:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

I would therefore suggest replacing EMC (the slower storage name) with, oh, say, ITWO (or perhaps SEBL), to give you a broader coverage of interesting sectors. I may do that Tek. I have not got a good taste in my mouth for the ITWO/SEBL market, but I should have a player there. I will mull it over until next week. Let me say in this post that the responses I have got to my proposed investment decision have been terrific, and precisely what I expected from all of you. Thanks very much!

To: tekboy who wrote (16097)	1/23/2000 9:13:00 PM
From: Brian K Crawford	Read Replies (2) \| Respond to of 54805

EMC NTAP VRTS This is posted as a response to tekboy, but is a question for any on the thread that are familiar with the NAS and SAN markets, and how Veritas software fits in to the storage value chain. I have read a bit on the Veritas site, and see that they seem to have a dominant position in enterprise backup systems and they support NT, Unix, Linux, and Solaris. I see also that they have struck deals to support and be supported by EMC and NTAP. I also got the idea that their software can be used to centrally administer and provide failure recovery for multiple drives, in multiple drive formats (SAN and NAS). Which brings me to my question: Is Veritas in a position in the storage system value chain to become an "open standard storage management system" of choice? Here, I specifically mean their software being used like an operating system to control all the enterprise drives and filers, that would render the Server, SAN and NAS hardware vendors to something closer to a commodity status. I will appreciate any insight from those who are close to the industry. This is pure conjecture on my part at this point. Thanks, Brian