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

To: Roy Glen who wrote (12012)	12/4/1999 9:57:00 PM
From: Mike Buckley	Respond to of 54805

The status of SAP's Front Office initiative: informationweek.com "'CRM will become our major driver for business revenue,' SAP chairman Hasso Plattner said last week..." Huh? He's sounding more and more like Larry Ellison with that kind of comment. "SAP says it will be rolling out what it deems to be crucial front-office components next month, and will round out its basic CRM suite by early next year." "Plattner, while hesitating to put an official number on the company's growth target in the front office, said he believed, conservatively, that SAP would get $200 million in revenue from CRM and related projects, and that revenue will continue to grow." That hardly jives with his first comment about CRM becoming the company's "major driver for business revenue.' SAP has $5 billion in sales. To put that $200 million in perspective, Siebel will surely surpass $1 billion in sales next year. "A centerpiece of the SAP briefing was the number of companies that have committed to SAP CRM. None of those users, however, have deployed any SAP CRM products yet." That pretty much says it all. --Mike Buckley