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

To: mtnlady who wrote (15696)	1/19/2000 7:49:00 PM
From: Mike Buckley	Respond to of 54805

Thanks for your thoughts, mtnlady. It's good to know that I apparently remain the only person on the planet who thinks it's too early to declare Siebel the Gorilla. :) Siebel is rising to the challenge though with Siebel2000 and you see the slews of press releases concerning Yahoo and Excite etc... Perfect timing! For those who didn't see today's announcement, see below. --Mike Buckley ============================== SAN MATEO, Calif.--(BUSINESS WIRE)--Jan. 19, 2000--Siebel Systems, Inc. (Nasdaq: SEBL - news), the world's leading supplier of eBusiness application software, today announced that Excite@Home (Nasdaq: ATHM - news) has standardized its advertising sales force on Siebel eBusiness. One of the best-known names on the Internet, the Excite portal enjoys 70 percent recognition among Web users and Excite@Home has access to 72 million cable homes worldwide, making it a very attractive partner to advertisers. Excite@Home will use Siebel eBusiness to manage the sale of their advertising and promotional products to better turn page views into revenue. Excite@Home will use Siebel eBusiness to formalize sales territory definitions and the business rules that help determine how a new advertising lead is routed and tracked, greatly accelerating response times, eliminating duplication, and ensuring customer satisfaction. Through Siebel eBusiness, the Excite@Home sales organization can build and manage its customer relationships using a single, comprehensive customer information system to ensure that advertising customers have a seamless experience with Excite@Home. To bring together multiple sales offices nationwide, Excite@Home's large sales organization needs a comprehensive, scaleable solution to streamline the sales process. With Siebel eBusiness, sales teams can work collaboratively across regional offices to recommend promotional programs that span all of Excite@Home's Web properties in order to accelerate the sales cycle, increase revenue potential, and maximize the potential return for their advertisers. ``We selected Siebel eBusiness to offer our advertising clients a better experience by maximizing co-marketing opportunities on Excite@Home media properties,' said John R. Kelly, vice president of national sales for Excite@Home. ``With a comprehensive profile of each advertising customer managed by Siebel eBusiness, we will be better able to target and configure promotional offers to meet their needs across banner and rich media advertising, sponsorship opportunities, or direct email. With our centralized Siebel Sales application in place, even new advertisers will enjoy consistent high levels of personalized customer service.' ``Siebel eBusiness was the clear choice for Excite@Home,' said Ken Goldman, CFO for Excite@Home. ``Siebel Systems delivers tried, tested and proven software to integrate multichannel sales and marketing teams into a single, customer satisfaction-focused eBusiness. With the new system in place, Excite@Home hopes to benefit from increased revenue and productivity reporting across all customer-facing channels and all Web properties.'

To: mtnlady who wrote (15696)	1/20/2000 1:56:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

. In my humble but ignorant opinion Mike the game is over. Siebel won. That's not the answer Mike wants to hear.<ggg> However, I endorse your answer and I think UF is smiling. In terms of B2B - yes, this is a very, very important space as we have discussed on the eWorld thread. It has and will affect all our software application gorillas and a revisit to the software application gorilla game manifesto in the RFM might be worth reading for those that have forgotten it. I feel strongly that i2 and Siebel will enjoy a nice slice of the pie. BB