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

To: syborg who wrote (3188)	1/12/2000 12:20:00 PM
From: mtnlady	Read Replies (2) \| Respond to of 6974

Ah the life of a sales person.. what have you done for me lately :-) I am sure with Siebel they will be a stretch.. but doable. Let us know if you hear any really cool stuff that you are free to share. As far as the earnings go it sounds like Siebel is queuing up a slew of PR releases and the new product launch to be timed with the earnings release. I wonder if the IBM deal will be part of the 'package' or is that still going to be held in Tom's back pocket? By the way when/where is the next shareholders meeting? I figure with the number of shares I hold I had better start showing up at some of these affairs to see 'first hand' where the company is going and the latest nuances of the CRM market. One more Q.. outside of alliances Siebel has formed with b2b vendors is Siebel planning a major push into the b2b sector? Good place to be in and a wonderful opportunity for Siebel to leverage their existing software. The two sectors are converging at a rapid rate and the lines between the product sectors are blurring. Much like help/support desk and sales support software apps 'merged' to form CRM.

To: syborg who wrote (3188)	1/22/2000 11:27:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 6974

So Sy what is the word coming from Siebel's meeting this week? Sounds like lots of new e business deals so it's very apparent Tom's new strategy is to go after the b2b market very strongly. A new tornado is here! Good to see that the guy running 'our' ship is on top of things and ready to attack the next major hurdle (before it attacks us!). I think Siebel is going to do very well in this market. Siebel has the functionality that many of the other competitors in the b2b business do not. Time will tell but these first 3-4 deals are HUGE (!) - especially from a marketing/sales perspective (i.e. leader accounts that will help pull in more business). Now to see what Siebel2000 is bringing to the table. A lot I would imagine. Anything you can add about Siebel's b2b future would be appreciated (e.g. is this an 'e' version of CRM or something bigger?). I was going to cut back on my holdings after this next earnings but I may have to reconsider if we are taking on a new market area and looking to do as well as we have in the CRM space.