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: techreports who wrote (48297)	10/25/2001 12:18:15 AM
From: Thomas Mercer-Hursh	Respond to of 54805

I know, but why will they be wrong this time. Why will Siebel continue to stay in the lead? The question is, do their prospects have a weak need for CRM, i.e., pretty much any old version will do so having one from the same vendor as the ERP is a plus, or is this really an important application where having the best makes a big difference, in which case they might start with the ERP's version, but the migrate to something better? Seems to me that Siebel has been demonstrating that it is a very important application and that the people who are willing to settle for less than the best simply haven't figured that out yet ... but they will.