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

To: alburk who wrote (52262)	7/20/2002 6:35:51 PM
From: Thomas Mercer-Hursh	Respond to of 54805

I first read about this issue in some article about SEBL's demise. I wouldn't hold your breath waiting for that. The biggest challenges that I see facing Siebel at this point are that they were slow to adjust to how long the economic downturn was going to last and waiting for it to turn around. If they mind their pennies doing that, I see no reason for them not to resume significant growth as things pick up. They own the high end market ... despite many, many claims from wannabe challengers. As long as the market grows faster than the share of their challengers, they don't have a lot to worry about there. They may have trouble creating similar dominance of the mid market since there are so many players there, but I think they can establish a firm beachhead in the high end of the mid-market, as it were, since their product is so much stronger than the competition.