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

To: tinkershaw who wrote (36903)	12/21/2000 11:54:43 PM
From: Mike Buckley	Respond to of 54805

There is no way it will be as dominant as MSFT was on the desktop. But it does seem a viable competitive solution that probably won't hurt a SEBL or ITWO much but may cripple the rest of the field Which will help Siebel and i2 as much as it helps Oracle. --Mike Buckley

To: tinkershaw who wrote (36903)	12/22/2000 12:31:30 AM
From: Uncle Frank	Respond to of 54805

>> But I think the important point is, is that ORCL of all the companies, looks best positioned to take over the crown as King of the Software Jungle from MSFT. Tinker, one of the metrics I use in evaluating gorilla candidates is the strength of their management team. As resignations this year have proven, Larry is incapable of holding on to a first class executive team, and his well documented idiosyncrasies make many Oracle followers doubt the clarity of his judgement. I think this is a very important factor to consider before investing in orcl. uf