Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Trader Dave who wrote (2585)	2/24/1999 8:42:00 PM
From: Wizard	Read Replies (1) of 6974

Looks to me like SEBL has taken what Yahoo! and others are doing with calendars that sit on a server outside of the enterprise and applying it to SFA. You can log in from wherever you find a browser and look at info and don't have to worry about synchronization. SEBL didn't invent this concept but its about applying great ideas and leveraging your installed base and industry clout and parlaying it into domination of a category. Kind of sounds like AOL or any other market share leader that is able to do it. If you are the leader and have dominant market share and focus and continually execute and reinvent, your power is very difficult to compete with. SAP looms in the distance long-term but SEBL is firing on ally cylinders and is a tough train to stop right now. I think the stock is extended and needs a rest. Steve, your blinded analysis is just too pathetic to comment upon.

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