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

To: Uncle Frank who wrote (42744)	5/17/2001 3:58:49 PM
From: substancep	Respond to of 54805

UF, >>I trust you realize that isn't a consensus opinion on the thread. Yes. I am aware of this. If my memory :o) serves me correctly, the objections to RMBS' Gorillahood were centered around the fact that RDRAM had not crossed the chasm. I think this objection will be shot down soon enough. INTC's pushing RDRAM in a big way. The next couple of quarters will tell the story. >>I'd encourage you to do so. (shelve the emotions) I've done so. I picked up a large portion (for me anyway) of RMBS at $11. Had a bowling ball in my gut for a while but I'm comfortable with the decision now. If INTC is successful in creating RMBS as an artificial gorilla as you say, then I suspect they may find themselves playing second fiddle to RMBS. RDRAM is more vital to the evolution of the PC. P

To: Uncle Frank who wrote (42744)	5/17/2001 4:03:03 PM
From: LowProle	Read Replies (1) \| Respond to of 54805

Frank: I've long subscribed to the theory that rmbs is an attempt by intc to create an artificial gorilla in order to change the memory sector from a royalty game into a gorilla game and break the existing cartel. That's a fascinating theory. Can you elaborate, or direct me to a more detailed explanation?

To: Uncle Frank who wrote (42744)	5/17/2001 4:25:18 PM
From: EnricoPalazzo	Read Replies (3) \| Respond to of 54805

>> RMBS fits snugly into Gorilla Game investing which is what this thread is all about. >I trust you realize that isn't a consensus opinion on the thread. FYI, here's one RMBS fan that doesn't believe that it fits snugly into GG investing. I've long subscribed to the theory that rmbs is an attempt by intc to create an artificial gorilla in order to change the memory sector from a royalty game into a gorilla game and break the existing cartel. Maybe, but remember that RDRAM impressed & scared the cartel long before INTC came into the picture. Imo that play carries a much higher risk/reward profile than we seek in gorilla gaming. This I agree with, but if you believe (as I do) that RMBS has a solid monopoly position in the P4 value chain, GG reasons tell you that's not quite such a wild bet--P4 is apt to succeed. IMO, this is like buying the P4 at 12 X earnings. Not such a bad deal...

To: Uncle Frank who wrote (42744)	5/17/2001 5:57:29 PM
From: stockman_scott	Respond to of 54805

PeopleSoft ups B2B ante with new software suite Thursday May 17, 4:07 pm Eastern Time By Siobhan Kennedy <<NEW YORK, May 17 (Reuters) - PeopleSoft Inc. (NasdaqNM:PSFT - news), seeking to make a bigger name for itself in the business-to-business software market, is touting the release next month of new software to help buyers better collaborate with their suppliers over the Web. The move is designed to bring PeopleSoft into closer competition with companies such as Oracle Corp. (NasdaqNM:ORCL - news), German software giant SAP AG , i2 Technologies Inc. (NasdaqNM:ITWO - news), Ariba Inc. (NasdaqNM:ARBA - news), and Commerce One Inc. (NasdaqNM:CMRC - news), all of which are pushing ``collaboration'' software as the next business-to-business gold mine. The first wave of business-to-business commerce was about automating the purchase of indirect, or basic, office goods and services over the Internet. But, those products only represent about 20 percent of a company's total spending. The rest is on direct goods, or the raw materials used to make products. For that reason, the business-to-business software companies are now rushing to find ways to help buyers and suppliers carry out those processes more efficiently using the Web. John Webb, vice president of product management for PeopleSoft's supply chain software group, said the company's new Collaborative Supply Management software allows manufacturers and suppliers to better communicate about inventory and purchasing plans over the Web. PeopleSoft's existing supplier portal product lets suppliers have access to those plans on a daily basis. What's different about the new software, said Webb, is that it lets manufacturers share their plans by day, week, or up to a month in advance. ``Most systems that do order-promising are looking at what they think the supplier can do, not what the actual supplier has committed to doing,'' Webb said. PeopleSoft will follow this up with the release in first-quarter 2002 of new sourcing software, which lets buyers search for suppliers online and buy their raw materials directly over the Web. VIRGIN TERRITORY Of all the enterprise software firms, PeopleSoft has made the smallest step into the business-to-business market. Oracle was quick to jump on the bandwagon, launching its online exchange software and announcing a series of big customer wins. SAP partnered with leading e-commerce firm Commerce One. i2, which specializes in inventory and planning software, recently acquired procurement company RightWorks as a way to round out its business-to-business application set. ``It's definitely more virgin territory for PeopleSoft than most other companies in this space,'' said Brent Thill, an analyst with Credit Suisse First Boston. He said he expected PeopleSoft to do better in its stronger customer relationship management (CRM) software and enterprise software businesses. ``It does represent an emerging area for them, but those spots are already occupied by some big gorillas,'' Thill said. PeopleSoft has a good chance of being successful in the business-to-business market because it was also able to offer other, back office applications, which companies like i2 and Ariba could not do, said Sanjiv Hingorani, an analyst with Dresdner Kleinwort Wasserstein. The market is moving toward customers requiring a single vendor to offer companies all the software they need, Hingorani said. ``Companies like i2 and Agile essentially just handle the supplier side, they don't offer any billing software, or CRM software, or any of the other things that PeopleSoft has.''>>