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Technology Stocks : SAP A.G. -- Ignore unavailable to you. Want to Upgrade?

To: sadsack who wrote (2618)9/24/1998 9:34:00 AM
From: deeno  Read Replies (1) | Respond to of 3424
 
First Boston cuts SAP to a hold from a buy. eom.



To: sadsack who wrote (2618)9/24/1998 10:03:00 PM
From: Mike Buckley  Read Replies (2) | Respond to of 3424
 
>>Simlarly Siebel is the Gorilla in the SFA space, and I2/Manugistics are the gorillas in the Supply chain markets..<<

Sadsack,

If you are referring to the term, gorilla, in the same context as the book, Gorilla Game, I disagree. By the author's definition, none of those companies have yet achieved gorilla status. I own Siebel and hope it does, but it's not there yet.

--Mike Buckley


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