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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?


To: Lutz Moeller who wrote (2912)7/7/1999 11:28:00 AM
From: eRM Solutions  Read Replies (1) | Respond to of 6974
 
For what it is worth and by no means posting rumors. From the people that I do business with I hear the numbers will be very good. They are winning the large majority of the deals they are in. They are being called for all vendor evaluations. Oracle is involved in a handful of product evaluations but does not make the short list. It appears that the ERM market is clearly Siebel and Clarify with the vast majority of deals going Siebels way.

I keep hearing the rumors of Siebel being kicked out of this or that account but I know of quite a few accounts that are kicking out Clarify in favor of Siebel, Alcatel for one. Ask any tech person(except Clarify employees) and they will tell you that Siebel is the far superior product.

All Just My Opinion,

John



To: Lutz Moeller who wrote (2912)7/7/1999 2:24:00 PM
From: mauser96  Respond to of 6974
 
The market discounts news. According to the efficient market theory it should do this almost instantly, but such is usually not the case. Sometimes it may take many weeks, but in this case earnings are coming soon so the stock will have some facts to respond to rather than rumor. FWIW, I'm still bullish .