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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Boplicity who wrote (30334)	8/23/2000 10:51:15 AM
From: johndelvecchio	Read Replies (1) of 54805

Hi, I read the Lehman note. Personally, I think that Lehman should stick with their bread and butter...BONDS. Anyway, they had dinner with the head of Oracle's CRM R&D. A person that came from Scopus. Basically, Oracle is going to give away the SFA product with 70 other modules around it which should increase their revenue if the product is adopted (the 70 modules are NOT free). I personally do not feel that this alone will unseat SEBL as the CRM leader. Lehman says that ORCL is number two in the space (but in reality they could be three). However, they are waaaaay behind. Software products exhibit increasing returns, so it will be very, very difficult to get anyone in SEBL's installed base to switch. For new customers... I personally like SEBL's best-of-breed approach and using IBM as a lever into broader markets. I have read conflicting things about what customers prefer (end-to-end solution or best-of-breed). The market potential is so vast that there is room for a few players and I personally do not feel this is a blow to SEBL. It's only one SFA application after all. ORCL is not committed to free CRM. Best, John Del Vecchio

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