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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (52030)	7/12/2002 4:46:43 PM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

Even though SEBL is on my target list, I do worry about it losing, in due course, to Mr. Softie pulling off an innovators dilemma on them. Siebel seems unlikely to dominant the midmarket space any time soon, if ever, since there are so many players and so much price consciousness, not to mention customers who often only want limited things. MSFT may do well in that space, but I am skeptical about that because I think there is a lot of need for handholding and personalization, which are not exactly MSFT strengths. On the enterprise end, I don't think MSFT has a chance. The best they have done with anything resembling an enterprise product is to push the NT and descendent technology into higher and higher server levels, but that is really not comparable to enterprise application software. MSFT's game is shrinkwrap, not custom-fitted.

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