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

To: Martin Rasch who wrote (10968)	11/23/1999 2:36:00 PM
From: Daiju Kohno	Read Replies (1) \| Respond to of 54805

ref: CRM implementation Martin, the article you posted is exactly what I was referring to in my earlier post. Companies are not currently using CRM effectively, and it will cost them more money to do so. At first, this may seem like a boon to SEBL, but my original concern was (and still is) that companies may just choose not to deal with CRM at all. What Mike Buckley seemed to be focused on was the usefulness of CRM, but that is really quite irrelevant. ERP is still a very useful product, but companies have decided that it is just too expensive to implement correctly. I am concerned that the same may happen with CRM. My other post on CRM was meant to convey this concern and to seek confirmation or correction. Mike, although I consider you to be a crucial member of this thread, it is my perception that on this issue, you may have your head stuck in the sand. What I mean by this is that instead of addressing a potential problem re SEBL, you seem to ignore that the problem may exist by defending the success of ERP. ERP has not lived up to the hype that originally surrounded it. It is not cost-effective, and most businesses are realizing that ERP will not live up to their expectations. This is the general consensus in the corporate world. I am not saying that CRM is useless or that it will even follow in the footsteps of ERP. I am just raising the possibility of the latter. And despite what you may believe, if CRM goes the way of ERP, it will be bad for the long term investor. I was hoping that you or someone else on the thread would be able to explain why CRM would not become like ERP. Your response (as I perceived it) to the effect of ERP is doing just fine and it sounds as if you don't like CRM so go invest in something else was less than helpful to me or anyone else interested in this stock. I am interested in SEBL, just as I am interested in everything else discussed by the thread, but before I put my hard-earned QCOM money :) into SEBL, I wanted to explore the potential downside as well as the upside. My FM is on loan to a friend, but when I get it back, I will try to more coherently analyze its gorilla status, although, if I remember correctly, you have not yet crowned it as such. Cheers, Daiju