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

To: LindyBill who wrote (7362)	10/2/1999 11:56:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

THIS MONTH IN THE FRONT OFFICE -- Part 1 Following the week's news, my next post will show the financial details of the Front Office Gorilla Game as of the end of September. The Week's News As I reported earlier in the week, Oracle delayed shipment of its Oracle Applications 11i for what might be a couple months and the front office product integration until next year. Not to be too cynical, but oh my gosh, who woulda thunk Oracle would delay yet another front office initiative? From RealMarket: "Remedy Corporation is launching a program designed to help its customers get through the final phases of their Year 2000 (Y2K) preparations more easily and economically. The company is offering its customers special temporary additional software licenses at reduced prices, just in time to help those customers beef up their Y2K resources during the fourth quarter of 1999." Siebel and American Management Systems (AMS) "have formed a global strategic alliance to jointly deliver end-to-end front office software solutions for AMS clients across multiple industries. ... As a Strategic Consulting Partner in the Siebel Alliance Program, AMS will create industry teams of Siebel-trained experts to effectively implement Siebel's enterprise sales, marketing and customer service solutions to AMS's private and public sector clients. Under the agreement, AMS will create a Siebel Front Office Solutions Center comprised of experienced Siebel trained consultants within its AMS Center for Advanced Technologies, and at other locations in the U.S. and Europe." From the press release: "Extraprise, the e-services firm that unifies online with offline to create new opportunities for customer-driven businesses, and Siebel Systems, Inc. (NASDAQ: SEBL) today announced that Extraprise has been named a premier member of the Siebel Alliance Program. This extends the companies' two-year relationship, which has resulted in successful customer engagements at leading companies such as Great-West Life, American Re-insurance, Harris Corporation and BankBoston." In August, Clarify announced the purchase of privately held Newtonian Software for $16.5 million in stock and cash. This week it became a done deal. If you're interested in seeing the highlights of an AMR research report about the growth of the CRM industry and the move of the ERP players into the space, see my post earlier in the week. If you can't find it, let me know and I'll post the notes I keep on my hard disk. See my next post in a fixed font for the details of the Front Office Gorilla Game. --Mike Buckley

To: LindyBill who wrote (7362)	10/3/1999 1:01:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> If I was going to pull money out of Q and put it in Gemstar, as Uncle Frank has, I would want to see the lawsuit settled first. And you'd be very wise to do so, Bill. I'm afraid that I read something into Merlin's posts that wasn't there, and even misstated his position to Apollo while debating gmst's simian status. That will teach me to quote from living authors! I'd hate to think what Geoffrey Moore would have to say about the license we may have inadvertently taken with his gaming theory <g>. But now that I made the painful decision to diversify and been rewarded for my misinformed move, courtesy of Lady Luck, I think I'll hang in and root like hell for GI and TV Guide to fold. The interview with Henry Yuen that NY Stew posted yesterday is too encouraging to ignore, though I usually scoff at stock stories and story stocks. Speaking of Geoffrey Moore, if he is lurking this thread, I'd like to thank him on behalf of my family and friends for his wonderful works. His GG may be theory, but the set of concepts and metrics he provided have magically transformed me from an under-performer to an over-achiever. Heartfelt thanks, Geoff. uf