Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 3

Hey Gorilla Gamers,

A while back after the Tech Crash of '00, I read some good information about the blazing-fast growth of Siebel Systems and how perhaps its sell-off was overblown... So I did my DD on the company and took a chance by buying some stock (the biggest perceived risk being overvaluation) and it has done wonderfully for me over the very short timeframe of the past 3 months.

Then, upon learning more about Siebel, I read references about Siebel and this "Gorilla Game" investment mindset. I read more about GG, get interested in it and started reading the book.

As I make my way through the book, I begin to get confused about how Siebel could be considered a gorilla. Primarily, I am getting hung up on the requirement of an "Proprietary open architecture".

So, today I got to the section about CRM and ERP software, and I'm thinking "Great! Now they'll show me why a company in this field could be a gorilla."

Well, I finished the chapter, and I'm still confused. Sure, once a company gets set up using Siebel's software, there may be high switching costs to go to someone else. High barriers to entry? Probably. But a proprietary open architecture? I don't see how this can apply in this situation.

Now, I understand that it's probably the case that each and every gorilla doesn't necessarily have to adhere to all of the Gorilla standards, but I would have thought that Siebel might fit into more of a King role than a Gorilla.

Any guidance/thoughts would be appreciated.

Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.