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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Sonny Blue who wrote (12733)	7/16/2002 3:01:58 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

Ouch. Well you know whats so funny about the theme of this article- in 96/97 when siebel called itself "SFA" these were the same concerns. Yesterday I went to a (non-software) startup company to visit and talk about their business. They are one of the last standing startup companies out here so they have really strong backing etc. The mgr of business apps (they don't have a cio yet) is a friend of mine. For this new startup company which isn't shipping product they are installing Oracle ERP and Oracle CRM. Oracle cut them a great deal on the CRM piece otherwise they would have gone with Siebel. They also bought Agile PDM. So this is the basic configuration for a manufacturer now I figure- ERP, CRM and PDM. They are watching every cent, so you know they wouldn't have bought this stuff had their not been a compelling VP. The last company where this team worked was one of the comm infrastructure high flyers in 1999. They were selling a ton then and their infrastructure collapsed on them. She said the CFO didn't want to make the mistakes of the past, where they couldn't upsell anything (no working crm so no idea what existing customers had or wanted) and no way to track RMAs (their ERP from JDE didn't work)... etc. So there is still a mkt for this stuff, CRM is a must have but the bubble caused a lot of froth that never paid off and companies are burned. Software looks like it bottomed temporarily, tgft! L