Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Lee L. who wrote (3071)	10/19/1999 4:14:00 PM
From: Turs	Read Replies (6) of 6974

What's the board's take on this spate of deals by hardware vendors to buy call center/customer interaction software firms? CSCO-WebLine, Alcatel-Genesys, Nortel-Clarify. I bet Vantive is kicking itself - I'm sure Lucent would have paid a bigger premium than Peoplesoft and they wouldn't have gone down a sinkhole either. Anyway, does this impact Siebel's ability to spread into other customer-centric software areas? Or is the SFA space large enough to support growth for a long time?

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