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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (52034)	7/12/2002 5:34:52 PM
From: Mike Buckley	Read Replies (1) of 54805

It's just a guess, but I've got two guesses about the CRM mid-market: 1) The company that dominates it may not even be in existence today, much less on our radar screens; or 2) There may be no company that dominates it. Due to the nature of customer needs, it might become a highly fragmented market with no single company dominating it. Remember that not all tornados foster Gorillas. I will be very surprised if one of the leading CRM companies today will move so successfully from the top-tier market into the mid-tier market that it ends up dominating it. --Mike Buckley

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