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

To: Mike Buckley who wrote (36131)	12/7/2000 3:00:54 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

...I was thinking of a network in which the network itself provides revenue streams to the operator, as opposed to product sold and distributed within the network. Understood. Perhaps - and this is a big perhaps - distribution of the CRM products will utilize the Internet as well as maintenance in the future. I would hate to leave any future possibility stones unturned. In full study of that type of a scenario and as part of my full DD, I would like to know if that operation would all be handled in house requiring the infrastructure and personnel or if it would be contracted out to a specialist in that area. And if it is a third party, what types of third party business models are leading in this category. I only mention this via my study of companies like i2, Ariba and CommerceOne. My two favorite companies in the network application space remain Siebel and i2, but I have money invested in others that are growing into favorites. After about 6 months of study, I've become frankly very interested again in Bea Systems (a stock a held a couple of years ago) enough to have added it to my portfolio this fall. BB