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Strategies & Market Trends : Sharck Soup

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To: Frederick Langford who wrote (20503)	5/4/2001 11:20:38 AM
From: ColtonGang	of 37746

SEBL.......The List That Nobody Would Like to Be On By Adam Lashinsky, Silicon Valley Columnist Many experienced software investors expected SEBL shares to get snagged once it hit the $1 billion sales mark. However SEBL safely glided past and reported $1.8 billion in sales last year. CEO Tom Siebel gave the keynote address at Tuesday’s JP Morgan H&Q Technology conference. Siebel went beyond bragging and named 60 companies they would put out of business by year-end. Siebel believes the market leader holds 50% of the market, the No. 2 company holds 15% and the No. 3 company is left with 10%. Everyone else loses. In Software for Sales People: SEBL has 76% of the market IACT has 13% PVTL has 7% SAP has 4% In Software to Run Customer Call Centers: SEBL has 72% of the market PSFT has 9% NT has 9% ONXS has 7% ORCL has 3% NT is trying everything it can including Clarify acquisition. In Software for Web Services: SEBL has 35% of the market KANA has 37% EPNY has 12% NT has 9% FIRE has 7% SEBL is not planning on being second for long. SEBL has it eyes on the #1 spot. In Marketing Software: SEBL has 41% of the market EPNY has 33% EXAP has 14% BBSW has 12% Siebel says that the market for software for companies with less than $250 million – so called mid market – is barely profitable SEBL has a 58% share of that market IACT has 14% ONXS has 13% PVTL has 10% FrontRange Solutions has 5%

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