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


To: Mike Buckley who wrote (36756)12/18/2000 3:55:59 PM
From: Thomas Mercer-Hursh  Read Replies (2) | Respond to of 54805
 
You really think SAP qualifies as a true Gorilla? While big, they don't really have a very large market share (total market WW must be something like $20B or more) and I don't see that they have developed a very significant value chain.