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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jean M. Gauthier who wrote (6617)9/19/1999 10:21:00 PM
From: mauser96  Read Replies (1) of 54805
 
As a SEBL shareholder let me point out one possible long term problem. The front office space is very ,very big, and SEBL is the leader. However to fill the space requires products that make use of data all the way down to the sales-customer interface. Help desk management and similar products aren't enough. So far most of these products at the sales-customer end level level are immature, and the salespersons aren't happy about using them. Much of the demand appears to be coming from higher up executives. Part of this may be a desire to keep better track on the salespersons. The salespersons resist this approach, and the result is a high number of sales automation failures. The software is purchased, but the salespersons won't use it. For a true mass market to develop it will take real demand for the product by the end users. Even reluctant pragmatist managers will then be under great pressure to buy the software. As best I can determine, none of the products available are that good yet. So SEBL has a huge opportunity but it's too early to be sure. Nevertheless, they are the best bet which is why I bought the stock in January. I suspect that there is a compelling need to make better use of the massive amounts of data companies are accumulating about not only their own company, but also about customers and competitors. A compelling need and discontinuity are needed for a gorilla to develop, and SEBL has both going for them, but they could still lose the game. We can't depend on competitors staying inept forever. SEBL will have to deliver products as compelling as the need for them.
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