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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (3435)	7/5/1999 12:20:00 AM
From: Mike Buckley	Read Replies (2) of 54805

Enterprise Software Anyone interested in virtually any aspect of the present and future of enterprise software should RUSH to the nearest news stand to get the current (July) edition of Red Herring. You would never know it from looking at the cover, but they have a major expose of their thoughts about enterprise software in a special, 16-page section (not including the pages usurped by advertising.) It really is a rather comprehensive view of the business. A recurring theme in all of the component features is the impact the Web is having on unifying the use of enterprise software throughout the entire enterprise. The features include a thorough discussion of: 1) CRM (customer relationship management) software; 2) EAI (enterprise appication integration) software; 3) ASPs (application service providers); 4) the impact of using the Web to access data on stored on mainframes; 5) Internet-based direct marketing software (specifically, Annuncio Software); 6) a report on venture capitalists' view that the Net is blurring the lines that used to delineate the differences between enterprise software and business-to-business e-commerce software, and their view that the traditional client/server model for enterprise software is losing to the server-based software accessed on the Net (reflecting on item #4 above); 7) 20 profiles of privately held companies; and 8) 16 profiles of publicly held companies. Beware: The profile of Siebel Systems mentions the acquisition of Scopus in May and that Scopus is operating as a division of Siebel. I don't think the latter is still true, but it definitely would have been appropriate to mention that the acquisition took place in May, 1998, instead of leaving the reader the impression that it happened in May, 1999. Moral of the story: do your own homework! Enjoy! --Mike Buckley

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