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

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To: muckraker71 who wrote (3994)10/9/2000 8:21:26 PM
From: Turs  Read Replies (1) of 6974
 
No argument from me, Muck. But I would point out that Oracle claims it can't easily break out product line sales anymore precisely BECAUSE it sells the entire suite. Well, technically, it forwards the suite software to the customer, but the customer can only operate those apps it has paid for.......which leaves me asking why Oracle can't break out sales by product line, since it knows exactly what customers are using and paying for.

More accounting using the Oracle method (sigh).
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