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


To: LindyBill who wrote (30451)8/24/2000 11:18:56 PM
From: tekboy  Read Replies (1) | Respond to of 54805
 
makes me hold my ORCL shares a little more lightly

if you held your stocks any more lightly they'd float away on the next breeze.

There clearly is something about the CRM or broader enterprise software space, however, that attracts real characters. The outsized egos and soap opera squabbling of these guys (Ellison, Siebel, Plattner, the CEO of Salesforce.com, etc.) is truly amazing. Unlike any other area I follow (such as that following is), the entire space seems full of children. Still, they're very precocious children who make me lots of money, so I'm inclined to be a bit indulgent...

tekboy/Ares@germoont.com