Siebel Systems (SEBL) - strong buy? Message Board

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

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To: eRM Solutions who wrote (2913)	7/7/1999 11:44:00 AM
From: Trader Dave	Read Replies (1) of 6974

SEBL's absolute product superiority is debatable according to many of the systems integrators we speak to. There are numerous applications where sebl or clarify is much more technically appropriate based on each company's historical strengths. As i recall, even as SAP was just launching in the US, there were wild complaints about product difficulties and weak implementations. Didn't seem to hurt SAP's execution too much. So Wizard is hearing the fast money rumors of deal losses and customer kick outs? i guess they're striking while they can. As far as execution goes, SEBL is just kicking butt. The major SI's are making massive commitments to sebl and winning big business. OTOH, i am hearing of massive wins at Clarify. But Clarify could double in size and still be much smaller in SEBL. I'm content to own both and add to each position on these kind of pullbacks. Goldman gets another large seller, the shorts are having a party. TD

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