Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: 100cfm who wrote (20182)	3/15/2000 12:40:00 AM
From: mtnlady	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." Hogwash. Word is all over the street that ORCL 'pads' their CRM numbers by basically giving away their newly minted (i.e. version 1 or should I say version 1/2...) CRM app to customers when they buy Oracle Financials etc.. Then they count it as a 'sale' of their CRM module. Classic Oracle ... you-know-what. Siebel is not concerned about Oracle in this arena. Now... in the new e-commerce CRM tornado that is forming Oracle has a slight chance. Maybe.. My opinion - for what it's worth - is that Oracle is the gorilla of the database market, a strong prince in the ERP arena and an also ran to the gorilla Siebel in CRM. The CRM market, by the way, is considered to be bigger than ERP. Larry knows this so he makes up with FUD what he can't do with an actual product.