Siebel Systems (SEBL) - strong buy? Message Board

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

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To: eRM Solutions who wrote (1464)	5/1/1998 11:33:00 AM
From: Lizzie Tudor	Read Replies (1) of 6974

SEBL is trying to gain maketstay ahead of the big ERP players. I'm not sure I completely understand what you mean by this. However if what you mean is, that Seibel sees their competition as SAP,Baan,Psft vs. Vntv then I'm not sure that is a good thing. I think vntv and sebl will hold their own against us ERP people mostly because we've got more important areas of focus (read: more profitable) than SFA. Now theres some areas - purchasing comes to mind (Ariba) - where ERP mkt share is going to win out over a superior product. Ariba will need to be acquired to survive, intranet purchasing is just not that strategic. But SFA is another matter - if vntv and sebl deliver a better perceived product, they will win over the ERP vendor offerings. Michelle

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