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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: eRM Solutions who wrote (2173)10/14/1998 9:11:00 PM
From: Lizzie Tudor  Read Replies (1) of 6974
 
Talk of being the #2 ERP vendor in the near future.

Can you elaborate a little on this. Sebl mgmt obviously feels they will overtake Psft, how do they intend to accomplish this? Or do they feel front office is so much larger than the backoffice and financial space that psft plays in? Even so, its not like psft will be standing still, they will sieze the front office opportunity I believe.

I agree Oracle is no threat. Sap is so unlike Sebl in architecture its kind of a religion thing, but psft and sebl could truly compete if they tried to sell into each others spaces. JMO.
Michelle
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