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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (20216)	3/15/2000 2:36:00 AM
From: Bruce Brown	Read Replies (3) of 54805

RE: Oracle's CRM sales.... Mike and fellow Siebel holders, this is what I read in terms of Oracle's numbers: "New sales of its customer relationship management software, which includes sales force automation, call center and other offerings, nearly tripled to $49 million, Henley said." dailynews.yahoo.com Compare Oracle's $49 million in CRM sales to Siebel's $170 million for the previous quarter. So, if we go on the prediction of Oracle's executives that they will grow their CRM sales by 100% next quarter, that puts sales at $98 million for Oracle if they can reach that. I'm not going to assume that Siebel is going to have a 'flat' quarter from their previous $170 million in sales and come in at $170 million. Ha! Using the figures above, I really have to question the CEO's statement: "Oracle hopes to pass Siebel Systems (Nasdaq: SEBL) as the top CRM vendor sometime in the next fiscal year, Ellison said." At least the word 'hopes' shows a little more reality than 'will'. Larry can keep on hoping but I remain very confident on Tom Siebel and gang to extend their lead. BB

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