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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (3557)	7/8/1999 3:04:00 PM
From: John Stichnoth	Read Replies (1) of 54805

Lindy and Mike, as a followup to my previous post--Where does the likes of a sebl go after cornering a segment of the erp market? To other segments of the market? Or into the raw database/custom application market? The problem that SAP seems to have had is that they could not bring to market a successful follow-up product. And all of these companies (Lawson, Peoplesoft, SAP, Seibel) seem to have strong core products but mediocre tie-in products. Leaving the client wanting more after implementation. That's orcl's advantage, imo. Because so many companies already have systems built around their database, they can more easily implement one of orcl's applications, and customize it (using their existing orcl-savvy IT staff) to better fit their needs. I don't see any of the erp vendors being anything more than momentum plays, long term. The center is in the basic dbms.

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