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

To: Mike Buckley who wrote (15697)	1/19/2000 7:58:00 PM
From: mtnlady	Respond to of 54805

Yes and the numbers are going to get even harder to find when Clarify becomes an NT division! You have to smile when you see such statements "Remedy is again the clear leader in the $550 million Help Desk market, more than doubling the market share of the nearest competitor." ... it all depends on how you versus the competition define Help Desk no? I also like how EVERYONE's statements always include the remark... 'The leading vendor in the xyz market' .. even if the company just got started :-) I think Mike what you have is everyone conceding the laurels to Siebel and now running for cover to carve out their own 'niche' in the arena. Product service company, help desk, support desk etc.. Time will tell and Siebel's next financials should tell us loads about what's happening to market share and who is 'winning' (or won).

To: Mike Buckley who wrote (15697)	1/19/2000 10:38:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

I can't quantify this, but back in my career days (last week), I sensed that Remedy was taking the help desk market by storm. It seemed that every Fortune 500 company I visited was about to implement or in the process of implementing Remedy.

To: Mike Buckley who wrote (15697)	1/20/2000 3:23:00 PM
From: mtnlady	Respond to of 54805

"$550 million Help Desk market". Boy this seems small... I think they are slicing help desk VERY thinly. Remedy being a 'dominent' chimp or not Siebel is not far away from the days when they will do 500m a QUARTER. I like gorillas. If the HD market is truly this small I am not sure it's worth it. FYI b2c market "sales are predicted to reach $1.3 Trillion by 2003" CRM market is huge as well but I can't find my figures right now... it is well into the billions and bigger than the entire backend/erp market. :-) very, very nice..