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

To: Mike Buckley who wrote (1647)	5/2/1999 11:25:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Folks! If I am successful in my bid to get NY Stew to join us in this discussion, please extend a warm welcome to him. In my travels on the Net I have not come across anyone who has his knowledge of Gemstar (GMST). He fits very well with our gang because he is happy to engage in friendly disagreement that is no less friendly than agreement. Knowing his interest in the Q, Gemstar, and The Gorilla Game, I hope I am successful in convinving him to join us so all of you can enjoy and benefit from his thinking as I have in the last two or three years. --Mike Buckley

To: Mike Buckley who wrote (1647)	5/2/1999 10:33:00 PM
From: Morgan Drake	Respond to of 54805

Excellent post Mike. Keep us informed of your thoughts on this one. Morgan

To: Mike Buckley who wrote (1647)	5/8/1999 7:40:00 PM
From: Grantcw	Read Replies (1) \| Respond to of 54805

Hello Mike, I've been eyeing up Siebel for a couple of weeks now and appreciate your reply to my earlier inquisitive post. A couple of more thoughts/questions... O.K., the market is growing at a rapid clip, so Siebel is in a tornado. They are also the leader in the tornado. The thing that I still wonder about is the whole value chain of this product and Siebel's links in the value chain. Who sells the software? Is it consultants like Andersen Consulting who fully back Siebel and recommend it extremely to their customers? Or does Siebel sell the software and implement it themselves? Are other software developers making products that work better/only with Siebels? Basically, I see from your research that Siebel is at least looking to be like a King in a tornado market, but what exactly makes them take the leap to a Gorilla? Thanks again, Grant