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

To: Bruce Brown who wrote (43328)	6/8/2001 2:41:01 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Bruce: What you seem to be describing is a King at best, perhaps a Prince for BEA. Am I misunderstanding? Cha2 PS. Siebel may be a gorilla, but the case for BEA seems weak. PPS But what should have been front and center is that while as I often do I have a stake in both, they are well beyond the areas I follow most seriously, wireless and fiber. PPPS Just for real chuckles and to show that I continue to be a person who marches to a different drum (my own) around here, one of my major holding back in the stone ages (late 1980's and early 1990's) was Oracle - before Ellison went to Hollywood and sailing - and it was - to put it mildly - profitable. Note: That was one of the stocks I sold to buy into wireless and fiberoptics.

To: Bruce Brown who wrote (43328)	6/8/2001 9:37:18 PM
From: Judith Williams	Read Replies (4) \| Respond to of 54805

BB-- in terms of my holdings...hope he keeps his mouth flapping You might also want to egg Amerindo's Vilar on too. Not only does he support people who like to run around in tights for a living, his recommendations on Wall Street Week tonight and the rationale behind them should be music to your ears. He concentrates on about 20 technology stocks that will dominate specific niches--he's looking for the next MSFT and CSCO (his basis in both was about six cents). His criteria have a familiar ring: 1. technological dominance--does the company have a mission-critical proprietary intellectual property? 2. size of market--can it scale to mind-numbing numbers? 3. management--can it execute? 4. business model--can you make tons of money? The only odd comment was on management: He believes that Class-A managers can only do a middling job without a technological edge, whereas even Class B managers can shine given the right technology. This observation struck me as short-sighted (even though he said his time frame was at least five years) since cracker-jack managers are generally needed to attract and retain cracker-jack people. But the most interesting aspect of his comments dealt with the future direction he sees in technology. He envisions a movement from the old server-based/PC generation toward an internet-based technology with explosive B2B usage over fat pipes. The old guard (CSCO, MSFT, SUNW, ORCL, INTL) will not, in his opinion, make this transition successfully and will pass the baton. And guess to whom? SEBL, I2, FIBR, and ONIS were players specifically mentioned as positioned for explosive growth (300%). --Judith