SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Siebel Systems (SEBL) - strong buy?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lizzie Tudor who wrote (1944)7/17/1998 2:09:00 PM
From: eRM Solutions  Read Replies (1) of 6974
 
Michelle,

I don't think there is that big a concern about growth rate, they are just managing expectations. I do know for a fact that they are hiring like crazy. Siebel will not be as naked as a lot of the other apps vendors because of their relationships with the implementation companies. Tom realized this long ago which is why he sold Andersen 10% stake in the company. They both recognized the potential size of the market and decided they were best as partners. Also there are numerous companies who are willing to pay Siebel to be an implementation partner so I see no immediate shortage of consultants.

Here is a little known fact, AA had to re-write their bylaws to allow a partner(Shaheen) to be a board member of another co.

FWIW, I have heard potential market cap #'s of $30 billion, do the math.

Regards John
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News