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

To: bozo1 who wrote (20179)	3/14/2000 8:15:00 PM
From: 100cfm	Read Replies (1) \| Respond to of 54805

I think he said ORCL was close to surpassing SEBL in market share in the areas where they compete head to head. I think SEBL would tend to disagree with the above statement. I do believe that orcl is considered a gorilla in these parts. 100

To: bozo1 who wrote (20179)	3/14/2000 11:06:00 PM
From: DownSouth	Respond to of 54805

I believe we have concluded that ORCL is the Gorilla of "enterprise databases". A Prince in workgroup databases, butting heads with the other Prince, MSFT and a Chimp in personal databases, where MSFT is the Gorilla. Its position in B2B and other web-related stuff is still to be understood. Disagreement is welcomed.

To: bozo1 who wrote (20179)	3/15/2000 8:02:00 AM
From: Knight	Read Replies (1) \| Respond to of 54805

>he said ORCL was close to surpassing SEBL in market share >in the areas where they compete head to head The important part of the statement is the qualifier "in areas where they compete head-to-head." Translation: Based on experience, we've learned what types of customers we have a good chance of winning vs. Seibel and we focus our efforts only on those customers. When we limit ourselves to that group of customers, we are close to surpassing SEBL in market share. In other words, Larry's statement is not very meaningful unless he defined what "areas" he was referring to and also provided data on the size of those market areas in relation to the entire CRM market. Do you know if Larry gave this sort of breakdown? Thanks.