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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Pirah Naman who wrote (27439)7/7/2000 5:27:35 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Pirah,

I guess what I'd put to those who have by concensus determined it to be a gorilla - purely in terms of control over their space, how would you phrase the requirement?

Criterion #1: A leading market share. In Siebel's case, they have more than twice the market share as their next largest competitor and more market share than their top three competitors combined.

Criterion #2: The strongest value chain of all its competitors and, as a result, control over it. In Siebel's case, IBM made the change from being a competitor to being both a reseller and a customer because it couldn't obtain the market share it wanted on its own. Every significant middleware company long ago wrote software to hook up Siebel's software to SAP's, Oracle's and IBM's software. The list goes on and on when it comes to the strength of Siebel's value chain and Siebel's power over it.

Hope this helps and hope others will pipe in.

--Mike Buckley
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