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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (12860)	12/16/1999 2:57:00 AM
From: Mike Buckley	Read Replies (1) of 54805

According to C/NET's reporting of Oracle's conference call, the company's "customer resource management (CRM) software sales skyrocketed 300 percent to $49 million" in the most recent quarter. Even if all of that is licensing revenue, that's paltry compared to Siebel's performance. In Siebel's most recent quarter, the company had $126 million in licensing revenue and $195 million in total revenue. news.cnet.com Bruce, I couldn't put my hands on Oracle's CRM business in the previous quarter. Do you have that handy? --Mike Buckley

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