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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: j_b who wrote (2193)10/15/1998 2:17:00 PM
From: Lizzie Tudor  Read Replies (1) of 6974
 
j_b, I just think its likely that if psft sees backoffice stalling they will simply acquire a front office vendor and hit the space. That was my point. The acquisitions strategy makes a move into front office for psft easier than the other ERPs. Psft mgmt is on a par with sebl and they can turn on a dime. JMO, psft and sebl are my 2 favorites in applications - I also like I2 but I doubt they will exist as a separate entity long term (unfortunately).
Michelle
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