Silicon Investor (SI) -- The First Internet Community

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? -- Ignore unavailable to you. Want to Upgrade?

To: Wizard who wrote (2909)	7/7/1999 11:06:00 AM
From: Lee L.	Respond to of 6974

Man, what a crappy, strange couple of days for CRM. I'm buckling-up for a choppy ride for the next few weeks. If SEBL dips back into the 40s, I'm jumping-in for more. There's lots of noise, rumors, bad analysis and speculation around SEBL right now. None of this has changed Sebl's top-dog status.

To: Wizard who wrote (2909)	7/7/1999 1:35:00 PM
From: Amsterdam	Respond to of 6974

Oh sure they've been replaced in a number of cases, but that's not always their fault. Vntv replaced Sebl at a number of Cisco sites....but that's old news that didn't benefit Vntv at all and sure didn't hurt Sebl much. They didn't win the business at AT&T and Delta, two huge deals that one would expect them to win. I remember when SAP was replaced at hyper-visible Dell a few years ago and that didn't hurt them much either. In fact Dell seems to have benefited by staying away from SAP, while Compaq was bragging about how their SAP implementation would allow them to dominate. What a laugh. However, Sebl is really pushing their salesforce hard and when that happens there's usually more customer casualties. It's the type of business model that often features hyper-growth followed by an ugly blow-up at some point in the future....but I still think that's a ways off for Sebl and I'm going to add some more on these pullbacks..