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

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To: eRM Solutions who wrote (1572)5/19/1998 11:50:00 AM
From: Lizzie Tudor  Read Replies (1) of 6974
 
Well thats very interesting that Orcl has been such a high performing stock vs. sybs and ifmx however its hardly relevant. In the apps area Orcl has performed poorly at best vs. say, Peoplesoft which was nothing 5 yrs ago. And I know for a fact that the Orcl hard sell didn't go over well with many customers, and it certainly DID NOT cover up for the lack of fuctionality in the apps, did it?

Michelle

PS This market will be 2 to 3* the size of the ERP space.
Is this a joke? I guess you are comparing the future of SFA to the current ERP architecture? come on.
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