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

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To: Trader Dave who wrote (1320)3/26/1998 8:58:00 PM
From: Amsterdam  Read Replies (1) of 6974
 
Configuration is dicey and I agree with your analysis about fast moving markets and changing definitions. Most of the ERP vendors have a configurator, but pushing it out to sales and to the web has really opened up the market for the SFA vendors. I'd be interested in Shege's analysis but I think he's out of pocket on some oceanic travel. Shege, are you there?
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