Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Beltropolis Boy who wrote (3091)	10/20/1999 7:08:00 PM
From: Trader Dave	Read Replies (1) of 6974

While squandering precious time converting vantive to "pet tools" he'll probably cut in the line for the "ecustomer" Vantive's miserable strategy for integrating web operations. Betcha he misses the fact that most customers are more than just ecustomers. Heck Vantive missed it. Vantive had a criminal habit of responding to the streets whims for what's hot, not running the business properly. 1) sales force head count matters not seasoning 2) we can out sfa sebl! 3) our growth is just as great as sebl's even though we're in a fundamentally different segment! 4) ooooooooooooo! web enable is hot, let's target the mysterious ecustomer. I apologize for insulting the chronically inebriated when I described this merger. TD Gee whiz, it seems like I'm short the thing, but I'm not, I just hate mergers like this.

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