The CRM market will be bigger than ERP CRM is targeted at essentially all companies, big or small, manufacturing or service. Not every company has a huge, complicated web of manufacturing resources to coordinate, but every business has customers to pamper. In contrast, Siebel's CRM line is available in dozens of individual modules, from which customers can pick and choose, according to their particular needs and currently installed software base. Given the relative lack of competition, Siebel should actually increase share in the growing CRM market. So Oracle is giving away one of its CRM modules.
Enterprise software costs big money and hangs around for a long time.
It's not the kind of commitment that goes to the lowest bidder. Tom Siebel and co-founder Patricia House both came over from Oracle, and newly appointed Chief Operating Officer Paul Wahl was a senior executive in SAP's American operations. Difference in growth rate versus assumptions. This table shows just how much risk we take on when we buy one of today's tech high fliers. The way this bull sees it, however, Siebel is well on its way to joining the upper echelon of enterprise software vendors.