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

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To: Trader Dave who wrote (2994)8/24/1999 9:37:00 AM
From: chaz  Read Replies (3) of 6974
 
Trader Dave:

2) The street has no idea how much larger the front office is than the erp market. IMO, it's about six times larger, but I'm seeing some evidence that those figures are small.

I've stayed away from SEBL thus far for lack of a compelling reason to get in. I'm not aware of the 6x and maybe larger future, would you please explain why it will be that much larger than ERP, and point me to the evidence you are seeing?
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