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

To: liftoph who wrote (52440)	8/7/2002 6:31:10 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

I still think SEBL is the gorilla but PSFT is making inroads. My work with PSFT (actually Vantive which gave PSFT the CRM product through their purchase) would lead me to guess that PSFT might make inroads in two different fronts. First, cost. I think they probably sell their product cheaper than SEBL. Second is that PSFT sells the whole suite of products so their existing clients would be their first clients for their CRM product. I don't work directly in the industry right now but I would guess SEBL would still take 90% of the Fortune 500-1000 clients UNLESS they were buying almost strictly based on price and/or they were already PSFT clients. The catch-22 of course is that I would imagine most big CRM projects are in a holding pattern right now until the recession blows over. Recession = more companies will be price conscious and thus PSFT should make some inroads right now. LT? a) Market is still in the sh*t can and will be for another year or so... b) SEBL is still the flat out gorilla c) PSFT is #2 with SAP and ORCL battling for #3 honors