Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (12389)	12/8/1999 9:11:00 AM
From: Bruce Brown	Read Replies (2) of 54805

Sure Mike. On page 278 here's the sentence: "First of all, it must defend its leading position in the large enterprise SFA and customer service categories where the contenders include not only Vantive and Clarify, who are both still fast-growing chimps (gorilla Siebel grew revenues 89% in 1998, while Clarify grew at 48% and Vantive 39%), but also the large ERP players, most notably Oracle and SAP." He used the word, not I. However, as readers of Inside the Tornado, we know that there seems to be an inconsistent use of the term throughout the trilogy+1. I didn't say the game was over, nor did Kippola. The way I read the sentence and within the context, he calls Siebel a gorilla and I highlighted it in bold. Am I mistaken? Now if we go the next step and compare the revenues and revenue growth of Siebel, Vantive, Clarify and Remedy - the answer is more important than what Kippola used in the book. Have Tom and Geoff and the valley jumped to conclusions with a misnomer? Within the context of a gorilla being able to exist with the 25-30% market share in the enterprise application area - I believe Kippola meant to call Siebel a gorilla. That's why I wish you had been 'connected' during this discussion while you were in Italia. Someday, our little handheld CDMA units will help.... BB

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