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

To: Trader Dave who wrote (3003)	9/29/1999 3:09:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 6974

>the street continues to underestimate the sophistication required in customer management solutions (read barriers to entry) and the size of the market.< TD. on that note, i'd love to hear your take on tomorrow's debut of calico and recent IPOs of e.piphany and broadbase. or has Tom already dismissed these willy loman hacks? in either case, these offerings seem to speak volumes for this space. fwiw, i took a cursory glance at calico's red herring and noted that one of their veeps, ms. powell-goldman, served as siebel's VP of strategic alliances. not so confident this will drum up discussion. -chris. ----- Wednesday September 29 7:59am AMR Research Predicts the CRM Market Will Reach $16.8 Billion by 2003 PR Newswire zdii.com