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

To: Trader Dave who wrote (3440)	3/30/2000 12:05:00 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 6974

Didn't Farber start some internet company and get even richer? Or maybe that's not what you're reminded of...

To: Trader Dave who wrote (3440)	4/14/2000 5:01:00 PM
From: Danny Boy	Read Replies (1) \| Respond to of 6974

Buy more then

To: Trader Dave who wrote (3440)	4/21/2000 10:35:00 PM
From: Danny Boy	Respond to of 6974

Did you see the IBM and SAP earnings? DGB

To: Trader Dave who wrote (3440)	4/26/2000 7:01:00 PM
From: Beltropolis Boy	Read Replies (2) \| Respond to of 6974

Danny Boy said: >>when SEBL must start spending huge amounts of money to build a service business Trader Dave said: >I don't know how to respond to this, but the reason I OWN SEBL is PRECISELY because they aren't in violent competition with their services and systems integration partners. can a "simpleton" jump in here? as Tom said back in the day: "You can only grow as fast as you can successfully implement your software. As a result, many enterprise software companies risk becoming victims of their own success. They can't grow their internal implementation service capabilities fast enough to keep up with the market demand for their products." or as i learned more recently: INTEGRATORS CREATE A BUSINESS CASE AROUND SIEBEL DEPLOYMENTS and who arguably has the largest number of integration partners worldwide? including six (or seven) of the world's largest CRM practices? can you say ... Andersen Consulting, The Cap Gemini Group, Deloitte & Touche, Ernst & Young, IBM Global Services, KPMG, PricewaterhouseCoopers? at your soyvis, -chris.