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

To: Seeker of Truth who wrote (27775)	7/12/2000 3:23:59 PM
From: Bruce Brown	Respond to of 54805

We see that Siebel recognizes this so they have an alliance with I2 and its soon to be acquired Aspect Development. They can provide hooks to any of the standard data base management systems. To bring you up to speed, the i2 and Aspect deal closed last month and the upcoming earnings report will be the first 'joint' quarter of the two. We now have a company, which I consider a gorilla in SCM inbound/outbound, which comes awfully close to the annual revenue point of $1B. The i2/Ariba/IBM/Siebel alliance is indeed a potent combination. I wasn't convinced by your thoughts that Siebel is not a gorilla and is a king. I was convinced by your argument that all of our holdings in Siebel certainly have been increasing without any assistance. <ggg> BB