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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

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To: Tom Ardnij who wrote (53)7/22/1999 10:09:00 PM
From: Mike Buckley   of 153
 
Tom,

I think the evidence of performance and growth certainly makes Siebel the front runner for gorilla status. I'm not sure that the others have the potential to overtake it.

I agree if you're referring to the front office specialists. I think it's still to early to know about IBM or Oracle. I'd place my bet on Oracle if I could only bet on one. Considering that I'm a Siebel whareholder, I'd be happiest if no company overtakes Siebel.

--Mike Buckley

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