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

To: Thomas Mercer-Hursh who wrote (29072)	7/28/2000 12:59:27 PM
From: Mike Buckley	Respond to of 54805

Thomas, The real world is full of companies that have, for example, multiple lines of business in which they might be a gorilla in one, but a prince or less in another (PSFT?) -- so what is the company as a whole, i.e., relative to its investment merits. Exactly. The point I'd want to impart is that there is a tendency for investors to misunderstand PeopleSoft's weaknesses in totality to the point that they assume the company is no longer the Gorilla of enterprise-wide human resource automation. By keeping our eye on the ball, we can learn from examples such as PeopleSoft the traits of a Gorilla insofar as the market in which they are the Gorilla is concerned. The purer the investment play, the more comfortable we are because we have the anecdotal evidence stacked highly in our favor that Gorillas remain Gorillas until unseated by a discontinuous innovation. The less pure the investment play, the less comfortable we are with our investment. Other factors come into play that negatively impact the company's total picture despite that the market in which they are the gorilla remains relatively good in the context of safety and reward. --Mike Buckley

To: Thomas Mercer-Hursh who wrote (29072)	7/29/2000 2:12:33 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 54805

I finally got the PR from BEA on the b2bi process engine - it came out yesterday. biz.yahoo.com Does your fusion product come packaged like this, or is it some core technology that vendors like BEA would license? - this is the way we need it, as an enterprise application with a workflow component built in. It looks like BEA bought their workflow piece. They don't even mention the XML part, I assume its there in the weblogic server. The customers I know use webmethods for this, but this one is EJB - the problem is webmethods is built into the exchanges already so you get it for free. ``Process integration and workflow technologies are emerging as mission-critical components of managing end-to-end e-business processes,'' said Gary Meshell, partner and director of strategic business development for net markets with CSC. `