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

To: Pirah Naman who wrote (27439)	7/7/2000 5:27:35 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Pirah, I guess what I'd put to those who have by concensus determined it to be a gorilla - purely in terms of control over their space, how would you phrase the requirement? Criterion #1: A leading market share. In Siebel's case, they have more than twice the market share as their next largest competitor and more market share than their top three competitors combined. Criterion #2: The strongest value chain of all its competitors and, as a result, control over it. In Siebel's case, IBM made the change from being a competitor to being both a reseller and a customer because it couldn't obtain the market share it wanted on its own. Every significant middleware company long ago wrote software to hook up Siebel's software to SAP's, Oracle's and IBM's software. The list goes on and on when it comes to the strength of Siebel's value chain and Siebel's power over it. Hope this helps and hope others will pipe in. --Mike Buckley

To: Pirah Naman who wrote (27439)	7/7/2000 10:00:28 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Pirah, you've posed a number of questions about sebl's Gorilla qualifications that have been covered many times. I'd like to remind you that G&K is a cooperative effort, and we do not use the "Ask Mr. Wizard" format. The appropriate thing for you to do is research the last few months of posts on sebl. Thanks to Erick's hard work, all you have to do is search the sorted archives he's posted at the following location: Subject 33114 If you find you disagree with the prior analyses, present your case and I'm sure many will be pleased to debate the issues with you. Thanks in advance, uf