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

To: chaz who wrote (52589)	8/29/2002 8:36:38 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 54805

...which relates to my questions of Lizzie about PRGNE...if you've been following that. Gardner has prgne in the magic quadrant for help desk solutions. I think gardner also has prgn in some quadrant for fixed assets/asset mgmt (but can't find it anywhere). So their strength seems to be in 3 products: asset center, service center, and Remedy. All the other stuff including the frictionless commerce stuff they bought seems to have added overhead and not much mktshare or revenue. This is harbinger, the transporation line, facility center, something called "get-it" and xanandu (which is the FB stuff they developed in-house). They have sold harbinger, facility center and transporation center. They still have get-it and xanadu and a few others in addition to asset-center,service-center and Remedy. At this juncture I wouldn't call them "hollowed out". However, there are rumors that they are in negotiations with IBM to sell something. Prgne already sells a bunch through IBM so these negotiations may be just to maintain the existing relationship, who knows. However, if they do indeed sell asset center or service center, then thats the end of prgne as a major software vendor, imo. Remedy... I'm not so sure. They bought remedy for their customer base primarily. L