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 (3248)	1/28/2000 12:49:00 AM
From: Hardly B. Solipsist	Read Replies (1) of 6974

I'm curious how much of this post was hyperbole? Do you, for instance, really think that the most important e-business software is going to be CRM as that is currently defined? And if not as CRM is currently defined, what will it be? As to being the next MSFT, I don't think that IBM has it in their power to make that mistake for a partner. IBM doesn't control the world now the way they did when the PC first came out, and anyway MSFT had some help from Intel. I'm very bullish on SEBL. I've made a 20X return on my initial investment, and it would have been a 40X if I had noticed when they went public, since I bought the stock the first chance I got, and I have no plans to sell any of it, at least yet. But I don't see them taking over the whole world. From time to time ORCL has made pronouncements about how ORCL is going to crush SAP and in doing so they'll have to run over SEBL, but it's nothing personal... I think that it's much more likely that SEBL with leave SAP with nothing but the crap they've got now (becoming the next-generation SAP), and ORCL will squeeze the dregs. I predict that eventually Tom and Larry will have to get over their feud and cooperate.

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