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

To: Turs who wrote (3992)	10/7/2000 10:46:24 AM
From: Hardly B. Solipsist	Respond to of 6974

Thanks. I missed that in the ORCL CC.

To: Turs who wrote (3992)	10/7/2000 8:34:25 PM
From: muckraker71	Read Replies (2) \| Respond to of 6974

11i is one thing, CRM is another. ORCL was specific in saying they don't sell the whole suite at once, only pieces. As a result, the fact that 20 or 50 or 100 customers are or will be live on 11i is meaningless to Siebel. What matters is that they STILL don't show up as much as Clarify or even Vantive (!) on Siebel's deals. If Oracle was kicking Siebel's butt, we would have heard about it by now. 11i was supposed to be the Siebel-killer. I'm still not seeing it.