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

To: Mike Buckley who wrote (28291)	7/18/2000 5:29:28 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Siebel reports revenues of $387M (119% YOY), and earnings of .22 (100% YOY). siebel.com

To: Mike Buckley who wrote (28291)	7/19/2000 2:15:43 PM
From: Tom Chwojko-Frank	Read Replies (2) \| Respond to of 54805

Well I've gotten one response so far to my analysis of INRS regarding Content Management. Anyone else care to help, or shoot it all down? (message 28287: Message 14066684 ) Regarding another Gorilla, the book says not to sell a Gorilla until a proven threat is shown. Is Microsoft its own worst enemy right now? I'm very unimpressed by WinCE, and haven't seen much of the latest rev, PocketPC. Palm and Epoc OSes are whomping MS right now in PDAs. No proven unseating yet, but are we close? Is the PDA/cell phone the discontinuous innovation that will lead to Microsoft's change in status or a Gorilla fight? Tom CF