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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: johndelvecchio who wrote (32533)	9/28/2000 4:22:11 PM
From: Mike Buckley	Read Replies (1) of 54805

John, According to Tom Siebel, they have 53% of this market. Do you remember your source for that info? I also remember seeing that in your report and forgot to ask you about it. The reason I ask is that in the most recent conference call Tom Siebel said he thinks the company owned the majority of the market but that he wasn't sure. (The comment sticks in my memory because acknowledgement of being unsure was a notable moment of humility for him. :) And when I did my rough estimates using the most recent data available at the time, IACT, ONXS, PVTL and SLGX had about $78 million in revenue for their most recent quarter, compared to my estimate that Siebel had $60 million in mid-market revenue. Part of the problem when looking at mid-market competitors is defining what products really should be counted as CRM and knowing what revenues were obtained selling those products. --Mike Buckley

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