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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 (48318)	10/25/2001 2:54:40 PM
From: ynot	Read Replies (2) \| Respond to of 54805

ERP and CRM market direction SEBL desperately attempting to extend SAP ORCL and others have better products and more coming CRM design is old and doesn't fit multichannel, co-operating with companies that you compete with via channels Connectivity and ability to integrate is poor because of the history of absorbing products and welding together not one item, but there is enough to add to drag again, imho worth thinking about whether you are long, short or have no postion as SEBL is a sector leader regards, ynot ;) ps no position in SEBL, ever