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Technology Stocks : Siebel Systems (SEBL) - strong buy?

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To: Tom Gebing who wrote (2333)10/29/1998 9:44:00 AM
From: eRM Solutions  Read Replies (1) of 6974
 
It is kind of interesting in the Baan press release that as they state the slow down in sales volume of ERP they subsequently mention the increase in spending for their customer systems and the appointment of Mary Coleman, Founder of Aurum to the Board of Directors.

I think that this is what most of have been trying to explain that they are separate markets with separate needs and while one is slowing dramatically the other is growing even more dramatically. There is not and will not be a slow down for the Front Office Apps.

JMO,

John
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