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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (15800)	1/20/2000 10:46:00 PM
From: Mike Buckley	Read Replies (2) of 54805

Eric, Siebel working down. ACT! (SalesLogix) working up. They meet in the middle tier? I don't know enough about SLGX to know how successful they'll be in the mid-tier range. So far, I'm inclined to think Siebel won't be particularly successful there, meaning I don't believe Siebel will be the outperformer selling to the middle range that thev've become selling to the big boys. ... but the NEW game is on the web. I do not know this for a fact, but I intuit it. My guess is that John Chambers would tell you it's a fact. :) As Moore points out in the RFM, the issue of Web enablement might have been at least a temporary disadvantage to Siebel. The company's products are big and bulky, not particularly easy to adapt to the Web. For the companies who had more easily adaptable products, their advantage weakens as time marches on, allowing Siebel to play catch-up when it comes to Web enablement. --Mike Buckley

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