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

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To: mtnlady who wrote (3582)5/26/2000 3:40:00 PM
From: eRM Solutions  Read Replies (1) of 6974
 
mtnlady,

In the early days the Aurum product was pretty robust. They sold some serious licenses to the Utility industry. They used to beat Siebel consistently in that vertical. That being said I don't see the sale to either SAP or Oracle has any kind of threat to Siebel's position as the dominant player in this market. Siebel has already established itself as the Gorilla. I do see the middle to lower end of the market as still wide open.

John
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