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

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To: seth thomas who wrote (1575)5/19/1998 12:08:00 PM
From: Melissa McAuliffe  Read Replies (1) of 6974
 
Steve,>> BTW, if you think that the implementation of SEBL is a "secret" to someone's competitor, well, I think you're being naive.

I have to totally disagree with this statement. I had numerous customers who didn't even want their competitors to know what General Ledger, HR, MRP etc. system they were using and contractually restricted us from ever mentioning their names. I could never figure that out but trust me it does happen. Since SFA truly can give a customer a competitive edge, I would think it could happen here even more frequently. It's all in their perception. So I don't think that John is being naive.
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