SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Siebel Systems (SEBL) - strong buy?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Trader Dave who wrote (1007)12/19/1997 1:37:00 PM
From: Clam Clam  Read Replies (2) of 6974
 
Hi Dave. Shege and Steve F and I have been having this conversation since June. Siebel is a company built on marketing. As Kevin Rose said many months ago, Siebel runs best on the PowerPoint platform. As is true with many companies products, real ROI takes a back seat to the ILLUSION of ROI.

The lack of ROI hasn't hampered Siebel's growth, however. Tom Siebel has been THAT good as the revenue growth has been phenomenal. It might be a little bit of smoke and mirrors but the results speak for themselves. If Siebel sold at a reasonable price and I could gain comfort that their margins still had decent upside, I would be in this stock based on the strength of their marketing and the critcal mass they are gaining. However, this stock has far too much hype surrounding it and I would much rather own a Peoplesoft, i2 and/or Manugistics than a Siebel at current prices.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News