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

To: Bruce Brown who wrote (12446)	12/8/1999 11:59:00 PM
From: Mike Buckley	Respond to of 54805

Bruce, In 1998 Siebel had about 17% of the CRM market as measured by AMR Research. Based on everything repeated over and over again in the manual about applications market share, it's tuff to call Siebel a Gorilla at 17%. If Siebel does $725 million in 1999 (my very rough estimate, not being an analyst) and the CRM market does $3.7 billion as AMR predicts, Siebel's share will grow to 20%. That's the low end of the range for an apps company that dominates a market. --Mike Buckley