Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Melissa McAuliffe who wrote (1205)	3/11/1998 9:31:00 AM
From: seth thomas	Read Replies (2) of 6974

>> Whether it takes 18 months or three years isn't so much the issue as what will it mean to the customers when they get it. You're being funny, right? Imagine a CIO contemplating a purchase decision about SEBL or VNTV, and then finds out that whatever he buys will be delayed 18 - 36 months on top of long implementation cycle. He's looking at 5 years! Imagine a CIO who recently made a buying decision to go with SEBL or SCOP and is looking at everything being screwed up for 2 years - his contacts changing, professional services guys changing, less product innovation - I bet there's a lot of upset CIOs and CFOs. You'll see VNTV taking full advantage of this.

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