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


To: Knight who wrote (32587)9/29/2000 10:27:51 AM
From: mtnlady  Respond to of 54805
 
I don't think so - i.e. merger between SEBL and ITWO(although that would be unbelievable no?). I just see SEBL being the 'front end' and ITWO being the 'back end' to a whole lot of 'e' applications. Tom has stated he wants SEBL to be the biggest software app company in the world and he has also stated no interest in the traditional erp backend business (smart of him!). You can just put two and two together to see where he is going.