Stampede 2002 has radiated moderate optimism within VARs and other attendees, in a sharp contrast with many other user or industry conferences where we have felt a generally somber, anxious, or at least subdued mood. Small wonder for this isolated ebullience, given that, despite the current soft market, both MBS and most of its partners are still operating well, are discussing closing new accounts, and even expanding.
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, Oracle, Siebel and SAP , will not likely directly face off Microsoft in a serious competitive situation any time soon, these major players in the market cannot rest completely at ease, notwithstanding. The fact that after the initial announcement of Microsoft CRM and its Navision purchase, many applications vendors defensively rushed to shrug off any possible ramifications on their future business might indicate that they are not that indifferent after all. And they should not be, especially those with