Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Amsterdam who wrote (2251)	10/24/1998 8:26:00 PM
From: Melissa McAuliffe	Read Replies (1) of 6974

This comment has me puzzled.....<< Their product, price, and implementation model has limited their ability to penetrate the crowded middle market>>. With the high end market wide open right now, why would you think it's important to try to move in on the crowded middle market? It's what the ERP vendors are finally being forced to do after the high end market has started to dry up. Personally I think putting a lot of focus on the middle market right now would a)be investing money in the wrong place b)result in lower margins and c)divert the companies attentions from Tom's stated mission of achieving a 50% market share before this space starts to get more crowded. Why jump into a crowded market when you haven't begun to tap the one you're in...You have to develop your plan and then excute. Seems to me like they're doing this quite successfuly.

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