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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Trader Dave who wrote (3763)8/14/2000 8:20:32 PM
From: Hardly B. Solipsist  Read Replies (1) of 6974
 
I think that ORCL can be a threat here, although SEBL is a much more difficult competitor than SAP. (It's like that line from "The Gumball Rally": "The first rule of Italian racing is, what's behind you doesn't matter." ORCL is certainly running out of time here.) But I think that ORCL has a technology advantage that this thread tends to discount. On the other hands, I've yet to see that advantage paying off in this space, so maybe I'm overestimating it.
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