Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Lizzie Tudor who wrote (2177)	10/14/1998 9:53:00 PM
From: Melissa McAuliffe	Read Replies (1) of 6974

Well....looks like the issue of the sebl/scop integration has disappeared. Seems like the new issue lately has been the threat of SAP looming on the horizon. Hopefully many of those concerns were alleviated on the conference call. So what's next??<g> All I can say is that rather than repeat everything John said earlier, I'll just say I agree. One great call.....I actually think my favorite part of the call was when Tom did the number on SAP's ability to deliver a SFA product in 1999. Well, actually there were other things too but I couldn't help thinking how that would sound when delivered to a live prospect......if only they had more than one where SAP was the competition.<g>... Amsterdam----I think it was you who said sebl is having a hard time selling into BAAN accounts. I didn't get that perception. I think they said they only saw baan as a competitor twice. If it wasn't you, I apologize. Too lazy to go back and look.

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