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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Lutz Moeller who wrote (2767)4/29/1999 7:07:00 PM
From: Robert Schwartz  Read Replies (1) of 6974
 
Lutz - I like i2 as well, however, I believe the supply chain has been addressed to a large extent by SAP, i2, Manugistics, and others. Still some good growth there, but not like the front office market and Siebel. It becomes a matter of valuation at this point. I can't see buying i2 at twice the current valuation of Siebel - especially when Siebel's market appears to be growing faster than i2's. Also, I believe that i2 is closer to having real competition than is Siebel. I hope this helps! Good luck!
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