Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Turs who wrote (3011)	9/16/1999 12:41:00 PM
From: Trader Dave	Read Replies (1) of 6974

<<With that said, on the earnings conference call yesterday, Larry Ellison accidently let it slip that HWP will be standardizing on ORCL's CRM product suite. >> And Larry Ellison makes Bill Clinton look ethical. Turs, you'd learn something by talking to Oracle sales people. It is a standard practice at Oracle to recognize revenues in any fashion they deem appropriate. If you want the DBMS and the rep says, how about this free CRM and financial apps package? Sure why not? Rep goes back to HQ, deal gets booked as 100% CRM and 0% DBMS. Find me one significant referencable install on the Oracle CRM product. Can't be done. Larry is writing checks with his big mouth that his company can't cash. Oracle will be as much of a threat to SEBL in CRM as Oracle was to SAP in financials and ERP. They'll win some business eventually, but at some point you'd think that Larry's sleaze would catch up with him. TD

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