Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Trader Dave who wrote (2159)	10/14/1998 5:07:00 PM
From: Amsterdam	Read Replies (1) of 6974

"hey amsterdam, do you really think SAP has what it takes to build a great front office suite?" Over time I think they do. They did acquire "some" domain experience with the purchase of K&V. But I don't see them doing that well outside of their own customer base until 2000+. Given their huge install base they'll have enough front office business to keep them busy for a long time SAP customers are loyal and their recent announcements, even though weak, are enough to make the most loyal customers wait and see. A year from now that number will have grown substantially. Sebl has been use to a high batting average in this growing market and have won their fair share of SAP customers, but by this time next year they'll be losing enough deals to SAP and SAP/FUD that they'll think twice about competing. IMHO

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