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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 (13118)	7/26/2002 3:09:30 PM
From: Lizzie Tudor	Respond to of 57684

Software Buying is based on total "seats," and many firms bought 20% to 100% more than they needed. Times were flush, they got volume discounts and they were sure their work force would grow to consume the overage. Companies often have 3,000 more paid seats than they use. Now hiring is at a standstill, and "forward-buying" of software is at an end. It will take a while to sop up the leftovers. From the recent quarterly reports, it looks like siebel has this problem primarily and nobody else- i2 too but they have a ton of other issues. Oracle has a new product 11i which is enough of a value prop to sell it even in this climate which is pretty good, and a new engine too (although I don't think theres an urgency to go to 9i?)... Psft is selling something too. L