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

To: johndelvecchio who wrote (32533)	9/28/2000 4:22:11 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

John, According to Tom Siebel, they have 53% of this market. Do you remember your source for that info? I also remember seeing that in your report and forgot to ask you about it. The reason I ask is that in the most recent conference call Tom Siebel said he thinks the company owned the majority of the market but that he wasn't sure. (The comment sticks in my memory because acknowledgement of being unsure was a notable moment of humility for him. :) And when I did my rough estimates using the most recent data available at the time, IACT, ONXS, PVTL and SLGX had about $78 million in revenue for their most recent quarter, compared to my estimate that Siebel had $60 million in mid-market revenue. Part of the problem when looking at mid-market competitors is defining what products really should be counted as CRM and knowing what revenues were obtained selling those products. --Mike Buckley

To: johndelvecchio who wrote (32533)	9/28/2000 6:05:16 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

Well John I'm still holding my Siebel too (at least in two of my accounts). My price target didn't hit. I'm going to run my moving average charts and see how far ahead Siebel is of it's 40 day MA. If it has hit my 'normal' Siebel sell target then I will sell a bit. My guess is that it still has 5-10 points to go (my sell target) and it would have to do it very soon. If it doesn't.. no prob.. I just hang on. Wonderful LT investment. By the way.. excellent point about the unknown/untapped CRM-wireless market. I had always 'brushed' that market aside as just another feature for the field service app but I am beginning to see the light now about this huge untapped area. Loads of ideas come to mind! Couple that with the federal government sector (why I bought my last big chunk of Siebel), e-CRM (why I bought the chunk before that) and of course 'traditional' CRM being a wonderful "cash cow" and you have a gorilla rapidly moving into new market niches. And maybe soon.. in a whole new market direction than CRM (my money is on more ties between ITWO and SEBL or something along those lines).