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

To: Mike Buckley who wrote (5961)	9/4/1999 12:03:00 AM
From: Mike Buckley	Respond to of 54805

This Week in the Front Office The Stocks Usually I mention the news first, but I've just gotta do it in reverse order this week. That's because we got to cut to the chase. Today our Front Office Gorilla Game not only hit a new high, but it also is showing a 100% profit for the first time. Yep, we've got a double going here and an annualized rate of 74%, more than five times the performance of the S&P 500. The News Earlier this year Lucent bought front office provider Mosaix. At the time I dismissed the news as anything particularly threatening to our current gorilla candidates. My thinking was that Lucent was hoping to pick up some incremental business related to its computer telephony integration (CTI)business. MOre important, I figured technology owned by Mosaix would add value to Lucent's CTI offerings. Early this week Lucent announced their CRM Central 2000. "The solution integrates all areas where companies interact with customers -- from the front-office call center to supporting functions such as order processing, fulfillment, billing and back-office processes." The very next day Lucent and Siebel announced that the two companies have agreed to integrate Lucent's offerings with Siebel's and that they will jointly sell the integrated products. I see this as a HUGE link being added to Siebel's vallue chain. Clarify took advantage of the DCI Conference to announce "its next generation of Clarify eFrontOffice applications for sales organizations. As part of the Clarify eFrontOffice suite, the ClearSales product family enables organizations to be more efficient and effective in acquiring and retaining customers across all sales channels including mobile field sales, telesales, web-based sales, third-party resellers and business partners. Clarify users will benefit from the new ClearSales Commissions module, the new interactive selling system functionality, and the improved ease of use and navigation capabilities." The company also announced that Emerging Technology Consultant is the integrator of choice for the new commissions module. Siemens and Remedy expanded their previous agreement. "This newest Siemens-Remedy agreement allows the companies to offer solutions that enable organizations to increase call center agent productivity and greatly enhance the automation of data delivery, data collection and one-to-one customer service. Remedy CRM Solutions include Remedy Customer Support(TM), Remedy Quality Management(TM) and Remedy Leads Management(TM). Siemens' Advanced Customer Solutions Group, which develops and supports comprehensive multi-vendor information and communication solutions for companies and institutions, will provide Remedy Approved Consultants(TM) to provide design consulting, set up, and installation. Remedy will be responsible for maintaining and supporting the installed systems." --Mike Buckley