Siebel Systems (SEBL) - strong buy? Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Amsterdam who wrote (2927)	7/8/1999 12:08:00 PM
From: mauser96	Read Replies (2) of 6974

There's an article about SEBL in the 8/99 issue of Individual Investor magazine. Some points--- the front office market is $2.6 billion, expected to reach $9 billion by 2002. SEBL is the leader but has only a 15% market share. SEBL also moving into e-commerce software market with Siebel 99. This is a small market now ($440 million) expected to grow 30 fold to $13.1 billion by 2003. The article mentioned Oracle as a competitor with it's new customer relationship management, but says the market is growing so fast has ample room for more than one player. Interestingly, ORCL is mentioned as a main competitor to another of my stocks, CTXS. Maybe it's time to take a good look at Oracle. I take these projections with a big grain of salt, but if they are even half right the market is growing so fast that 100% perfection isn't needed to make a company in the field prosper.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next