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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Wizard who wrote (2456)1/12/1999 8:59:00 AM
From: Lee L.  Read Replies (1) of 6974
 
HR and Finance... seems like the *last* place that Siebel would want to be.

However, if Siebel is serious about 'application hosting', then focusing on HR and Finance might be a good place to start. These are commodity business processes. Execution of this strategy would require: 1. HR/Finance acquisition, 2. Complete re-write into S'99, 3. Bring in the contracts. Time and money.

No doubt about it, the stock would take a hit if SEBL takes this path. Concentrating on the growing ERM/Front-office market seems like a much better strategy.
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