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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Trader Dave who wrote (3934)9/26/2000 10:14:57 PM
From: lenpagon  Read Replies (1) of 6974
 
I agree with both components of your assumption for relative size of CRM market vs ERP. My opinion of biggest near term eventual disruptive threat will come from eCRM offering with best integrated interactive analytics, configuration, personalization, and content syndication...analagous to ITWO on buy side demand planning. I see CRM packages moving from customer information management consolidation (integrated information management solutions) toward integrated knowledge management solutions (interpretion of information and business rules). I think SEBL will be fine for at least 2-3 years of tornado growth...but should be watching eCRM from below...and ready for next disruptive tornado.

Furthermore, it also seems like SEBL is making concerted effort to Middle-market...avoiding displacement from ONXS, PVTL, etc... as looking at growth rates.

Len
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