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

To: John Stichnoth who wrote (3559)	7/8/1999 11:16:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

John, I'm confused. Help me out, please. Where does the likes of a sebl go after cornering a segment of the erp market? I don't see Siebel going after the ERP market. Thomas Siebel likes to joke (too much) about how the ERP market has become saturated. He certainly has no intention of going there. I think Siebel's next likely move is to go hot and heavy after the mid-tier front office market. I hope they do it with an acquisition. They are already going after that market with their own sales staff, which is okay with me to a limit. But only to a limit. --Mike Buckley