Siebel Systems (SEBL) - strong buy? Message Board

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

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To: tekboy who wrote (3921)	9/24/2000 10:52:01 PM
From: Turs	Read Replies (1) of 6974

Nobody seemed to comment about the ORCL quarter, so I guess I will. Oracle won't break out individual app product lines anymore because it claims that it sells an entire suite now (11i). However, the customer essentially "turns on" whatever apps it wants by paying for them (according to Larry). So, it seems to me that ORCL ought to be able to figure out what its individual product line sales are. In any case, I estimate that the company did about $65m (roughly 100% growth) in CRM sales, which should end up being just 15% of what Siebel does in the September quarter. Doesn't sound like Oracle is taking any share. Also, for the record, Oracle only has 20 live customers on 11i. Turs

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