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

To: Thomas Mercer-Hursh who wrote (44923)	7/25/2001 1:27:44 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

My summary of my impression of the most important app server issues being discussed: One camp isn't convinced the tornado is underway or that it's a Gorilla Game, or both. Even if some members of that camp are convinced that it is a Gorilla Game, there is potential for a lot of leading indicators in the current market being very misleading, especially in the contextual view that the tornado may not have formed or at the very least may not be far enough underway to spawn a clear Gorilla. Contrast that with others who feel it definitely is a Gorilla Game and that the tornado is underway. Using Gorilla Game metrics about investing in enabling products after the tornado has formed, it's pretty easy to understand why some in that camp have an opinion that now is the time to invest in BEA, not requiring that the company is a Gorilla but in the very least recognizing that BEA is the only pure-play vendor with a reasonable shot at the title. As I see it, those are the fundamental issues each of us has to decide for ourselves. My thanks to all for the continued discussion. Some day I'll make up my mind. And if I decide that a tornado has formed in a Gorilla market, I'll look at valuation before plunking down my hard-saved dollars of which there are fewer and fewer left. --Mike Buckley