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

To: Boplicity who wrote (20384)3/17/2000 12:56:00 AM
From: D.B. Cooper  Read Replies (2) | Respond to of 54805
 
ah, Oracle, THE BLACK PRINCE.
I owned ORCL. When I decided that I wanted a B2B play that was my first choice,bought it and it was very good for me. However, I really like Mr Seibel.
Interesting story those two, Ellision and Seibel
Greg I can not wait for my new chair! If you could see what presently I sit on. It is about a 100 year old rocking chair that my grandfather had. Unfortunately it sits about 4 inches lower than a proper chair. It is killing me. I just hope that the new chair has the same mojo, as I am believe there might be a little magic in this old rocker.

Good Luck
Don



To: Boplicity who wrote (20384)3/17/2000 7:28:00 AM
From: Mike Buckley  Respond to of 54805
 
Gregory,

I'm surprised anyone can say that any of the B2B stocks can be Gorillas, other then ORCL.

Most of them are built on business models using proprietary open architectures. I haven't studied the switching costs but I gather that some of them might be pretty high.

Don't be confused that some of them also have Godzilla characteristics, depending on the business model.

--Mike Buckley


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