Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Danny Boy who wrote (3432)	3/30/2000 9:59:00 AM
From: Trader Dave	Read Replies (4) of 6974

when SEBL must start spending huge amounts of money to build a service business I don't know how to respond to this, but the reason I OWN SEBL is PRECISELY because they aren't in violent competition with their services and systems integration partners. Your comment is especially funny, because Oracle is actively de-emphasizing its services business to try to woo the services companies. But Oracle's arrogance with the services companies over the last 10 years has done lasting if not permanent damage. SEBL's footprint in the market is so powerful specifically because it doesn't interfere with the services side of the business. The VASTLY superior analogy in the ERP market is SAP versus Oracle. I find it particularly amusing that you left out the most important vendor in the ERP space. Hmmm, I wonder what SAP's erp market share is versus Oracle's? SAP had a nice pleasant partnership with Andersen? Does SEBL? i wonder what the ramifications of IBM's partnership will be over time. Gee, i'm not hearing too much about massive deal flow from that relationship. Your post was interesting, intelligent enough to warrant a response, but diametrically opposed to what has driven success in the enterprise applications space. With a look at the internal books of Oracle, I would gladly take a SEBL versus Oracle market share bet in 1 year 2 years and 5 years any day. However, I know a thing or two about the so-called revenue recognition policies at Oracle and they are "flexible" to say the least. I love the swap transaction revenue Oracle recognized with HP in the space a few quarters ago. I'm sure Wizard could add a thing or two about Oracle's installation successes in the supply chain space versus ITWO. You remind me of Steve Farber. TD

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