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

To: anandnvi who wrote (3981)	10/5/2000 9:40:20 AM
From: Boplicity	Read Replies (2) \| Respond to of 6974

Yes so, no price change or downgrade. SO what. Should be a good test for the stock. G

To: anandnvi who wrote (3981)	10/5/2000 2:33:36 PM
From: mtnlady	Respond to of 6974

"increased competition" Actually it seems like the competition is decreasing rather than increasing... Oracle is still 'just making noise' (what has changed in the last several years) and their latest 'free-bee' offering knocked out more of the 'also rans' but, most likely, hasn't hurt Siebel at all. I see the field getting smaller, not larger. And.. the true #2 and #3 firms in this space (Clarify and Vantive) have faded a bit into the background as they were assimilated by Nortel and PeopleSoft. Year to year growth rates were a bit of a concern for me as well - although the CRM market is far from saturation point yet. I was (greatly!) encouraged last year when Siebel moved strongly on three fronts. 1. e-CRM - that was an expected move but opened up a whole new market that is huge. 2. Government - their alliances with firms that specialize in this sector opened up a whole new segment of the CRM market. 3. Alliances with ITWO, IBM etc.. This is what really excites me.. I see Siebel taking the definition of CRM and stretching it even further. In short.. Siebel is moving into the TOTAL customer 'facing'/interface solution. You couple these three explosive growth avenues with the fact that Siebel has a hammerlock hold of the CRM market for a steady stream of revenue (what a lucrative cash cow!) and I see Siebel keeping their growth rates for 1-2-3+ years into the future.