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

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To: syborg who wrote (3210)1/24/2000 5:50:00 PM
From: mtnlady  Read Replies (2) of 6974
 
I sure hope so Sy... I will still hold a sizable portion of Siebel because I believe Siebel is now the gorilla of the CRM sector. What I am most excited about is that Siebel looks like they are entering the b2b wars with great first customers and partners. Nothing like a tornado to get revenue growth spurting again!

Regardless I do need to trim down some of my SEBL shares. I feel the market is going to be rough this year and I want zero margin and my investment money spread around a bit. I will probably trade Siebel a little more actively this year as well.

With Siebel2000 who will our competitors be? Still the old tried and true CRM players or do we move up into a whole new arena of b2b and compete against the likes of CMRC, ARBA and ITWO? I hope the SEBL product isn't chained just to IBM's e-commerce solution now either...
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