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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (6532)	9/18/1999 11:08:00 AM
From: Mike Buckley	of 54805

I now have information about Oracle's push into front office softare that I wish I had been able to document in time to include in yesterday's front office write-up. I had mentioned this earlier in the week but just now got the documentation that separates it from cybersapce rumor. The info is in an article published at Yahoo!. Too bad I lost the URL. In the previous quarter Oracle reported $44 million in CRM sales. In their most recent quarter they reported $31 million. It's going the wrong direction. And there is a lot being written in published articles that many analysts think those numbers are being reported much higher than they really are. When you sell bundled software, allocating the price for each part of the bundle is purely an accounting activity that can radically skew the numbers. Analysts think Oracle is doing that to make their CRM growth appear stronger than it really is. I want to make it clear that I'm not bashing Oracle or being biased toward my investment in Siebel. The reason it's important to watch this information as it unfolds is because it is symptomatic of the ERP players' ability to invade the front office software market. --Mike Buckley

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