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

To: lenpagon who wrote (3943)	9/28/2000 12:01:34 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 6974

lenpagon, I was originally thinking that disruptive twister was forming from below. Looks like just a water spout perhaps. As many of my cohorts from the G&K thread will tell you, I have a propensity for being quite the nit-picker when it comes to applying terminology correctly. So please forgive me ... I think you've got it absolutely right in calling it a disruptive twister. It's disruptive because the mid-market is sufficiently different from the upper-tier market to justify considering it a separate (second) gorilla game. Where I think you've got it a little wrong is in thinking that the winds of the tornado in the smaller companies are only forming a water spout. The tornado applies to the entire product category, not just a company or some companies. I haven't looked at the leading mid-tier companies' revenue, but I suspect that they are showing strong indications of a tornado in progress if not as clearly as Siebel's mid-tier tornado-like revenue increases. If you agree with me on that, then you also agree with me that considering the dominant position Siebel has in the mid-tier market, it is every bit the gorilla in the mid-tier market as it is in the upper-tier market. It is now only a question of how long the two tornados will last and how powerful they will be. --Mike Buckley