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


To: Mike Buckley who wrote (34445)11/8/2000 3:10:41 AM
From: mtnlady  Read Replies (1) | Respond to of 54805
 
Sorry Mike I wasn't trying to steal your thunder about the mid tier market - excellent points (as always) you made about this area a few months back. No, I was considering the e-CRM market to be the second tornado with traditional CRM the first tornado. These two tornados are being joined together (i.e. one product can handle both environments). I consider the mid tier market to be a subset of both of these tornados.

Like everything in CRM .. we (and the leading vendors) are left to making up our own definitions (and boundaries) as we go. The other 'subset' of the e-CRM and traditional CRM markets I am so excited about is the government sector which first raised it's head over a year ago and you elaborated on so well. This sector is going to be huge as well. No matter how we slice it.. Siebel has it's arms around and total dominate control over a huge, and ever expanding, marketplace. Note: I still can't put my arms around it... but I think e-CRM will expand even further. I am not sure what shape or flavor it will take. Alls I keep seeing is Siebel on the front end and ITWO on the back end. I keep looking for clues as to what this thing will look like in another year or two. Somehow I get a feeling that e-CRM will be even bigger than we can imagine right now.



To: Mike Buckley who wrote (34445)11/8/2000 9:06:34 AM
From: Bruce Brown  Read Replies (1) | Respond to of 54805
 
Considering that I took so much flak (not really :) for so long about waiting to declare Siebel the CRM gorilla, Bruce Brown surely gives me permission to be a little sensitive by pointing out that I am the first to declare it the mid-tier gorilla.

--Mike Buckley


Good declaration, Mr. Sensitive. Permission granted. What's up with your Citrus? I see it's trading in the $25 - $27 range. Did they get a foot unstuck from the chasm mud?

BB