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

To: Mike Buckley who wrote (5957)	9/3/1999 10:24:00 PM
From: Teflon	Read Replies (1) \| Respond to of 54805

I second the motion. Frank is a class act -- one of the few items that will go undebated on this or any Thread :) Teflon

To: Mike Buckley who wrote (5957)	9/3/1999 11:14:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Front Office Software, Version 2.0 -- Remedy Now that I've got the revised manual, I've also got some observations about the front office software update. In the first book, the authors wrote that help-desk software "hosts a very strong gorilla candidate named Remedy. The market dynamics in the help-desk arena, however, are very different" from the sales force automation or customer service automation. In the second book, they write help-desk software was subsumed into the larger systems management software suites in 1998. The authors dropped the entire category from their discussion of the customer relationship managgement (CRM) business. Very interesting. That might explain why it's been a couple years since I've seen any market data about Remedy. One of the software research firms (can't absolutely remember which one but I think it was Aberdeen Group) said a long time ago that Remedy had about 25% of the market and that the next largest competitor had less than half that. Perhaps the reason I don't see any data about market share for Remedy is that the category has been subsumed. That being the case, there will be no pure-play help-desk gorilla play. I need to give some serious thought about the possibility of removing Remedy from my Front Office Software gorilla game. Another important ramification is that it's not always easy for individual investors not professionally associated with an industry to appreciate the changing dynamics. It appears that I've been a victim of that circumstance. On the other hand, the pure gorilla concepts apply to chimps as well as serious gorilla contenders. If Remedy is indeed nothing more than a chimp of sorts for life, their value chain has been growing well. Keeping Remedy in my gorilla game has hurt the overall performance, but not nearly so much as keeping Vantive in the game. See my next post for more comments about the manual, v 2.0. --Mike Buckley