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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (15688)	1/19/2000 7:40:00 PM
From: mtnlady	Read Replies (2) of 54805

I think only Oracle has a real chance of penetrating the CRM arena. I don't see PeopleSoft/Vantive executing. Which is a shame because they were both wonderful companies/people in their time. Baan is gone... SAP is a listing ship. Siebel has almost all of the integration houses in their corner now (and most of them have been burned by Oracle so no love loss there). I have friends that work at Oracle and they sure are spending the $$ to break into this game - plus it's personnel between Larry and Tom... But a zillion $$ and programmers do not a strong application make. In addition I just don't trust Oracle. When I was creating repair center systems years ago I had Oracle reps back in the late 80's early 90's saying they had a repair center offering.. .Nothing materialized for years.. .And when it did... piece of 'you know what'. Now days you see Oracle padding their CRM numbers like crazy (they basically give the product away when customers purchase other modules and then count it as sale!) just to stay up with Siebel. In my humble but ignorant opinion Mike the game is over. Siebel won. But (!) there is another possible tornado in the offing with e-commerce and pure play companies like SILK. Siebel is rising to the challenge though with Siebel2000 and you see the slews of press releases concerning Yahoo and Excite etc... Excellent sales/marketing at work again.. Selling before there is a true product. HOWEVER (!) the difference between Tom and Larry is that Tom hustles his troops at warp speed to get a strong product in there quickly to back the hype. Tom sees the threat from SILK and others and the (HUGE!) possibilities of B2B. Siebel2000 is the first step in this direction. There is still a war out there - and Clarify and Remedy will survive. Oracle will sell their CRM offering to existing Oracle customers and so will SAP. But the game is pretty closed now - B2B here we come!!!

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