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

To: Wyätt Gwyön who wrote (17985)	2/14/2000 7:00:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

A good article from Information Week about the CRM market: informationweek.com AMR is apparently unwilling to challenge Oracle about the amount of real CRM revenue in 1999. Including licensing and services revenue, AMR said Siebel had 19%, Oracle had 10%, Clarify had 6% and Vantive had 5% of the CRM market. All the others shared the remaining 60%. --Mike Buckley

To: Wyätt Gwyön who wrote (17985)	2/14/2000 8:03:00 PM
From: BirdDog	Read Replies (1) \| Respond to of 54805

... will be interesting, from this hereby "marked", artificial starting point of share-price parity, to see how things go... Sounds like the Spirit of Intellectual Oblivion to me. RaPle

To: Wyätt Gwyön who wrote (17985)	2/15/2000 1:41:00 AM
From: k_maxwell	Respond to of 54805

<<<Simply marking that today's date is one where Q's and C's prices "crossed", and at some point, one share of Q cost the same as one share of C, without any need to normalize to 100 or whatever. Like a "starting line" in the sand. Point is: will be interesting, from this hereby "marked", artificial starting point of share-price parity, to see how things go.>>> I took note of a similar "crossing" when JDSU and QCOM "crossed" at about $160 in early January. I noted to a fellow gg'er at the time that it would be interesting to watch whether the prices diverged, or if they would track each other and/or the Nasdaq or the Nasdaq 100. I've got a lot more JDSU than Q, so I'm not exactly disappointed, but I never would have thought they would have diverged so far so fast. I fully expect Q to catch its breath soon and that the present 35% pullback from the high will look like a ripple in the chart going forward years from now, a la CSCO.