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

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To: hueyone who wrote (6743)6/5/2003 1:58:00 PM
From: Lizzie Tudor  Read Replies (1) of 6974
 
maybe Hueyone, but once again you and I have a disconnect between what you think is important and what I think is important.

The fact is, Oracle tried to knock off their own CRM product, with an interesting strategy of outsourcing and reverse engineering, and the result is the buggiest, most problem ridden product in the industry. It is true Oracle doesn't have the stock options overhang that Siebel does. They don't have a product either. In fact, in my view, Oracle has done more harm than good to itself by releasing the Oracle CRM product. They should have just stayed out of the water, until they figure out how to create quality software that works.
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