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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (2795)	6/20/1999 10:48:00 AM
From: Mike Buckley	Respond to of 54805

Highlights from the Motley Fool interview with Clarify's CEO: Growth "The front office market is exploding. The growth rates are anywhere from 50% to 60% compounded annually." Customer Relationships "...if you're just aimed to satisfy customers, you're blowing it. Customer satisfaction is history. That's nice, but that's not the game. The game in terms of differentiating one's value proposition is about customer dazzlement, ..." Oracle's claims "I find it interesting to note how Oracle is counting the revenues to get them into the number two position in the market, which we believe is the position Clarify currently occupies. We see them infrequently in the sales cycles we conduct every quarter. We have seen them, [but] they never make the short list from a vendor perspective and really suffer from lacking product capabilities. And most importantly, since their business is most about referenceable customers -- customers that have implemented and deployed these solutions and return real business results to the use of the systems -- Oracle has none." Customer Retention "[ADP issues] one of every four paychecks in the United States. They've been able to measure over an 18-month period a 1% increase in customer retention which has yielded $450 million of incremental revenue to the firm." fool.com --Mike Buckley