Siebel Systems (SEBL) - strong buy? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Amsterdam who wrote (2253)	10/24/1998 8:51:00 PM
From: Melissa McAuliffe	Read Replies (1) of 6974

I don't know about the notable losses.....but no company has a 100% win rate so they are bound to lose some deals. If by notable you mean highly recognized names then that would mean almost any loss. But the key is they've also have had many more highly notable wins. In a market as wide open as the high end market is, no one is going to get squeezed for some time to come. There are just too many companies out there to sell to. And that was the time to focus on capturing market share in the high end...not screw around with the middle market. I'm sure that PSFT lost some notable deals in their heyday too. But they didn't decide to move into the middle market because of it. Same thing....there were just too many high end companies to sell to. I also think that if this saturation issue hadn't just surfaced in the ERP sector worrying about why sebl isn't moving into the middle market wouldn't even be an issue. The good thing for sebl is that they have seen how the ERP vendors hit their saturation point. So they probably won't wait so long before they do something there. But certainly not now.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next