Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Trader Dave who wrote (3440)	4/26/2000 7:01:00 PM
From: Beltropolis Boy	Read Replies (2) of 6974

Danny Boy said: >>when SEBL must start spending huge amounts of money to build a service business Trader Dave said: >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. can a "simpleton" jump in here? as Tom said back in the day: "You can only grow as fast as you can successfully implement your software. As a result, many enterprise software companies risk becoming victims of their own success. They can't grow their internal implementation service capabilities fast enough to keep up with the market demand for their products." or as i learned more recently: INTEGRATORS CREATE A BUSINESS CASE AROUND SIEBEL DEPLOYMENTS and who arguably has the largest number of integration partners worldwide? including six (or seven) of the world's largest CRM practices? can you say ... Andersen Consulting, The Cap Gemini Group, Deloitte & Touche, Ernst & Young, IBM Global Services, KPMG, PricewaterhouseCoopers? at your soyvis, -chris.

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