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

To: Mike Buckley who wrote (3096)	10/24/1999 2:17:00 PM
From: Turs	Read Replies (2) \| Respond to of 6974

Mike - thanks. I'll check into what the agreement between LU and SEBL covers. But does it cover the entire product line? And, does it really preclude LU from buying call center or other Web-centric capability if LU feels it needs that in house? On point two, I doubt it. We certainly agree that SEBL is the broadest CRM company. And they claim to be the largest call center software vendor already (per the earnings CC). Of course, if we look at what CRM is morphing into, with companies like Vignette for example, SEBL has a ways to go to truly become a full solution with a competitive offering across the board. Turs