SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Siebel Systems (SEBL) - strong buy?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lee L. who wrote (2834)6/15/1999 5:33:00 PM
From: Trader Dave  Read Replies (1) of 6974
 
here's what needs to be kept in mind:

oracle has unlimited ability to manipulate license revenues as much as necessary.

If he's willing to see erp sales fall of a cliff, larry and crew can take a $1 million transaction and recognize $25,000 in erp back office revenues and $975,000 in front office revenues.

what would be most interesting (and probably not disclosed) is if Oracle actually sold any crm systems without back office or underlying database sales...betcha it didn't happen and may never happen.

Oracle's crm offering is a non-versatility joke, gartner group reports are most amusing. Larry strikes today, and tom strikes back harder next month.

TD
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News