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

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To: Bill Harmond who wrote (1287)3/17/1998 6:03:00 PM
From: Lee L.  Read Replies (1) of 6974
 
Thanks. If Siebel can pull off the Scopus integration this year, then they should be able to maintain their lead in the marketplace. Personally, I still have difficulty in believing that the ERM/SFA/CIS space will grow as much as projected by the Gartners and METAs. Having said that, however, everyone in the industry seems to believe in this vast market opportunity. I'm probably too close to the trees to see the forest.

Side note, I do know that Siebel is really dealing for Q1 business. They're on a mission.
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