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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Shege Dambanza who wrote (3115)11/2/1999 11:30:00 PM
From: Trader Dave  Read Replies (3) of 6974
 
oh my god is that a cwc reconfiguration?

Shege, who's the management at napalm lake?

if firepond is a web only company, they are missing the point.

The web is a very important new channel for communication and customer interaction and it can enable entirely new industries.

BUT! It is not the only, or even the most important channel of communication.

I am not an e-customer! I am a customer! Sometimes i want web, sometimes I want to speak to someone and sometimes I want a face to face visit.

It's easy to build a web only product line. It's too hard to build a complete end-to-end solution. SEBL has something like 127 separate modules out there.

SEBL is running up NOT because of chat room drivel, it's because there's no one left to own in the space.

Broadvision and Vignette represent important new components in the e-relationship, but SEBL appears to be a keystone to the process.

TD
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