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

To: Mike Buckley who wrote (10449)	11/15/1999 11:51:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

I should have mentioned in my previous post about Remedy that this is the first time in quite awhile that I've seen an Aberdeen update about Remedy's progress. That Remedy continues to have more than twice the market share of its closest competitor is not unimportant. When Aberdeen sez the help desk market is $550 million, it's also important to note that Remedy has $176 million in trailing revenue, about 32% of the total market if my understanding is accurate about when the $550 million is applicable. Armed with this information, I remain confident that it is appropriate to keep Remedy in my Front Office Software Game. The Game is made up of Remedy, the leader in the help desk biz, and Siebel, the leader in both SFA as a specialty and in CRM as an overall, larger category. Because Remedy's growth is less robust than Siebel's and because Remedy (unlike Siebel) has had some significant hiccups, the allocation of Remedy's shares is about half the allocation of Siebel shares. Comments? --Mike Buckley