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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (17712)	2/11/2000 5:29:00 PM
From: mtnlady	Read Replies (1) of 54805

I finally had time to skim some posts on various boards today and I think this one kind of sums up my thoughts on Siebel (from the Yahoo board)... "Having left Siebel fairly recently I can assure you that you aint seen nothing yet...Siebel's current revenue and EPS growth rates are accelerating not backing off and the market is only 10-15% penetrated...only a market melt down will stop this baby from quadrupling over the next 18 months or so...." <i/> I would like to add that I think Siebel and the 'traditional' CRM market are now 'officially' on main street. However we have a brand new tornado brewing in the e-commerce side of the equation. What makes me really excited is not Siebel's 'victory' here in CRM - I think that was a given after Vantive and Clarify got bought out last year. What I am really jazzed about is Siebel's positioning for this next tornado - e-commerce. They are going in with one of the strongest positions possible and I believe they are going to 'expand' what they believe CRM to be in both the 'traditional' CRM market and in the e-commerce arena. In short we will have the 'cash cow' affect of the traditional CRM market. Coupled with that we will have the tornado like affect of e-commerce. And this isn't just any 'run of the mill' e-commerce. Siebel is cornering probably one of the most sought after and lucrative sectors on-line. Customer relationship management - AND there is allot more BEYOND that CRM label for Siebel now. Their deal with GM's Saturn foretells of things to come (MHOP) Perhaps this is what this person meant when they said "you aint seen nothing yet"

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