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

To: Mike Buckley who wrote (28644)	7/25/2000 9:07:21 AM
From: pann1128	Respond to of 54805

Mike, Sorry for the delayed response. Agree wholeheartedly about Siebel. It's not as if ORCL has not been trying to break Siebel's stranglehold until now. Siebel has been holding it's own in terms of sales. I am not sure about I2 though.From reading Bruce's earlier posts, I gathered that I2's algorithm's were very complex and difficult to replicate. But with ORCL's aggressive sales tactics, they may be successful in shoving an inferior product down the customer's throat. Regards, Piyush