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

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To: syborg who wrote (3188)1/22/2000 11:27:00 PM
From: mtnlady  Read Replies (1) of 6974
 
So Sy what is the word coming from Siebel's meeting this week? Sounds like lots of new e business deals so it's very apparent Tom's new strategy is to go after the b2b market very strongly. A new tornado is here! Good to see that the guy running 'our' ship is on top of things and ready to attack the next major hurdle (before it attacks us!). I think Siebel is going to do very well in this market. Siebel has the functionality that many of the other competitors in the b2b business do not. Time will tell but these first 3-4 deals are HUGE (!) - especially from a marketing/sales perspective (i.e. leader accounts that will help pull in more business). Now to see what Siebel2000 is bringing to the table. A lot I would imagine. Anything you can add about Siebel's b2b future would be appreciated (e.g. is this an 'e' version of CRM or something bigger?). I was going to cut back on my holdings after this next earnings but I may have to reconsider if we are taking on a new market area and looking to do as well as we have in the CRM space.
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