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

To: Knight who wrote (20237)	3/15/2000 1:18:00 PM
From: mtnlady	Respond to of 54805

Don't worry about Oracle as far as Siebel is concerned. Oracle will 'win' some of the CRM deals to the less robust (i.e read less complex) sites that are pure Oracle shops. How many CRM 'wins' has Oracle brought out for the press to see? Outside of some vodoo numbers buried in the financials I haven't seen Oracle's CRM product much in the press have you? Now compare that to Siebel's press releases over the last 2-3 months. :-) Rest easy. The CRM game is ours. Larry's just blowing smoke.. as usual... Siebel is my one and only CRM play now days. Siebel is one of my primary b2b e-commerce plays as well... with a touch of ITWO on the side.