Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Hardly B. Solipsist who wrote (4517)	3/4/2001 3:05:11 PM
From: Lee L.	Read Replies (1) of 6974

I still find it difficult to believe Oracle's reported revenue mix. I believe that defining what's database vs. application can be very subjective that encourages 'creative interpretation'. To implement Sebl or any other enterprise software application, a company must purchase necessary database licenses. Slow/flat database sales would be an indicator that application sales like SEBL could be slowing. Is CRM slowing, or are other areas taking the hit? Or, is Oracle losing market-share? If Oracle demonstrated more integrity, I would be more concerned for Sebl (and all other apps vendors) in the light of slowing DB sales.

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