Siebel Systems (SEBL) - strong buy? Message Board

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

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To: mtnlady who wrote (3211)	1/24/2000 6:03:00 PM
From: Bruce Brown	Read Replies (1) of 6974

Now, now - what's a mother with children in the house doing out on margin? Tsk, tsk, tsk... Mntladay - relax. Wait for the quarterly report tomorrow and listen to the conference call on the Internet. Hopefully we'll hear all the usual 'great quarter' from the analysts while they ask their questions. The B2B pie is huge and there will be a lot of consolidation in the space over the next few years. Remember, a gorilla can exist in the application-sofware vendor space with 30 - 35% market share while the chimps that fill out the market share perform quite well. B2B will have a lot of good performing smaller players as well as larger players. Everyone likes pie. BB

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