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 (2309)	10/27/1998 6:21:00 PM
From: Trader Dave	Read Replies (1) of 6974

Another spin..... We've spoken to a few of the systems integrator types and they have noticed a sharp DECREASE in the deployment times of the erp/backoffice systems in the last 6 to 9 months. (ASAP and other rapid deployment stuff apparently are working.) Since they have extra consultants freed up at an earlier stage, they are making a massive effort to sell the benefits of an integrated front office solution. (also business intelligence too, but that belongs on the hysl thread) Currently their business with clarify (their primary focus) is growing around 30% each sequential quarter and they expect it to continue at that pace for the next year and accelerate coming out of 1999. It's nice to see these threads come back alive a little bit.... TD

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