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

To: Mike Buckley who wrote (32823)10/4/2000 11:23:02 PM
From: LindyBill  Respond to of 54805
 
Mike, I guess he wants the whole enchilada, and has taken the risk of going after it all. I would think he could not do it, but Larry has not gone broke yet.

I am a about 3% under on the ORCL I own, it is about a 5% portfolio position, and I think I will hang on.



To: Mike Buckley who wrote (32823)10/4/2000 11:23:27 PM
From: DownSouth  Read Replies (3) | Respond to of 54805
 
He has alienated his competitors because he does not wish to be a part of their value chain, except at the platform level.

But he effectively forms alliances and does interface certification of the niche solution players where ORCL does not have a competing product. Its a little scarry for them though. But his competitors are much scarrier to the niche players and downright uncooperative.


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