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Technology Stocks : Siebel vs. Moss Micro Who will win?

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To: Clam Clam who wrote ()8/6/1998 7:37:00 PM
From: growthvalue   of 19
 
From the COMPETITION section of Siebel's 10K:

"A large number of personal, departmental and other products exist in the
sales automation market. Companies (Products) such as Symantec (ACT!),
Borealis Corporation (Arsenal), Saratoga Systems (Avenue), Early Cloud & Co.
(CallFlow), Epiphany (Clarity, Momentum, Relevance), Clarify Inc. (ClearSales,
ClearSupport), Sales Technologies (Cornerstone), Onyx (Customer Center), IMA
(EDGE), Applix (Enterprise), Dendrite International, Inc. (Force One),
Marketrieve Company (Marketrieve PLUS), Firstwave Technologies, Inc.
(Netgain), Broadvision, Inc. (One-To-One Application System), Oracle
Corporation (Oracle Sales and Marketing, Oracle Service and Oracle Call, Front
Office Application)), Pivotal Software, Inc. (Relationship), SAP AG (Sales
Force Automation Solution) Software Artistry (SA-Expert Sales), SalesKit
Software Corporation (SalesKit), SalesLogix (SalesLogix), Kiefer & Veittinger
GmbH (K&V) International (SALES Manager) (SAP AG has recently announced its
intention to acquire a 50% equity interest in K&V), Scopus Technology, Inc.
(SalesTEAM, ServiceTEAM, Voyager), Aurum (SalesTrak) (recently acquired by
Baan Company N.V.), MEI (UniverSell) and The Vantive Corporation (Vantive
Enterprise) are among the many firms in this market segment. Some of these
competitors have longer operating histories, significantly greater financial,
technical, marketing and other resources, significantly greater name
recognition and a larger installed base of customers than the Company."

How could they have left out Moss Micro? They included other formidable enemies, such as SalesLogix and Dendrite International.

Hey Dr. Link, I also heard that Radica Games was coming out with a SFA product with a Bass Fishin' like user interface - you know, you hook the customer with the bait and then reel them in - can you confirm this? Watch out Siebel.
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