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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Lizzie Tudor who wrote (2175)10/14/1998 9:25:00 PM
From: eRM Solutions  Read Replies (1) of 6974
 
They do not compete with PSFT, it was shear talk of market cap and revenue numbers. PSFT has a market cap of 4+ billion Siebel 1.7billion. Siebel sees no slow down in growth while the back office vendors like BaaN, PSFT have already been discounted based on their own warnings of impending slowdowns. This is a much larger market than the back office and the #'s and revenue growth are proving that.
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