Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Kevin Rose who wrote (1476)	5/5/1998 10:24:00 AM
From: Trader Dave	Read Replies (1) of 6974

Geez, travel for a few days and lots of interesting stuff pops up. A simple analogy for everyone: Lotus versus Microsoft in the transition from DOS to Windows. remember microsoft? - integrated windows product suite, low market share in applications. remember Lotus? largest ISV in the world? dominance on DOS platform, responds to integrated msft approach by buying (memory problems here) Samna (?) for word processing and Freehand (from i forget) and database engine from I also forget where. Yep, market dominance and masterful selling can overcome all kinds of integration challenges. Customers looking at a massive architectural change from their current vendor *would never* consider switching to another vendor. TD

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