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

To: ralessipvh who wrote (22537)	4/11/2000 9:12:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Anyone seriously interested in enterprise-wide applications software companies should take a long look at that article provided by ralessipvh. It's one of the most comprehensive, well balanced pieces on the subject I've seen. --Mike Buckley

To: ralessipvh who wrote (22537)	4/11/2000 9:24:00 AM
From: Knight	Respond to of 54805

Manugistics as acquisition target and ITWO impact The article from Upside Today and Jubak's comments prompted me think about Manugistics as an acquisition target and the impact on ITWO. I currently hold ITWO but non MANU. Seems like it would make sense for either ORCL or SAP to acquire them. In that event, what do you all think would be the likely impact on ITWO? It seems to me that ITWO's lead will be insurmountable in SCM unless their competitors make such an acquisition. I'm starting to think I should consider a basket approach here and buy some MANU. What do y'all think? This reminds me where things were in the CRM market about a year or so ago except there are fewer players. (In the summer of '98 my CRM investment was completely in Vantive with margin dollars. Unfortunately, I didn't have the insight of TFM then. Needless to say, I got creamed. Fortunately, I wasn't playing with too much money.) In retrospect, I think Oracle really blew it by not scooping up Vantive or Scopus or one of the others.

To: ralessipvh who wrote (22537)	4/11/2000 10:25:00 AM
From: areokat	Read Replies (1) \| Respond to of 54805

"In analysts? eyes, only Oracle (ORCL) is on safe footing, followed closely by SAP (SAP) as a probable survivor. The prognoses for PeopleSoft (PSFT) and J.D. Edwards (JDEC) are still serious, while Baan (BAANF) isn't likely to survive independently." Anyone else interested in these stocks?I have positions paired off in two different portfolios, in one I have ORCL,PSFT and SEBL, in the other I have ORCL,SAP and SEBL.I consider the second one more conservative and built it that way on purpose. PSFT is what I consider a gorilla in trouble but not necessarily doomed. From what I can find out their state contracts have large potential for future revenues but impact on margins? I don't know. Would there be any interest in a Hunt like analysis on PSFT? Since it's a declared gorilla it doesn't meet the requirements of a Hunt project assignment but it could be a sleeper. If there isn't any interest in this company but someone wants to swap PMs about PSFT I'd be appreciative. Tom