Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Lizzie Tudor who wrote (1467)	5/1/1998 1:27:00 PM
From: Trader Dave	Read Replies (1) of 6974

Everyone that worries about erp vendors is missing a fairly important point....when was the last time an insurance company worried about sku's? My point, CIS target market is 3x to 5x the size of the industrial/manufacturing market! The front office folks can target finance, telecom, all services, etc etc where the erp guys have no presence. PSFT is more cross industry, and that's what we'd hope to see as a catalyst to get vntv moving as the street realizes the partnership is warming up. (No acquisition intention at this time.)

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