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

To: Mike Buckley who wrote (5035)	6/14/2001 2:09:10 PM
From: spiral3	Respond to of 6974

yeah, I thought that it was a little too, um...bullish should we say...or is that spelled bullshi? The financial press is full of inconsistencies...despite this the fundamental fact remains that CRM is a killer app in the b2b space and sebl is the clear leader, until proven otherwise.

To: Mike Buckley who wrote (5035)	6/14/2001 3:16:52 PM
From: straight life	Read Replies (1) \| Respond to of 6974

" 'With a commanding 70% share of the CRM software market...' That statement doesn't pass the laugh test... Using Aberdeen's projection in the very next paragraph that the CRM market will be $14 billion this year, maintaining a 70% market share implies that Siebel's revenue will grow from $1.8 billion last year to $10 billion this year...." There you go again, bursting my bubble. Didn't $10 billion sound good?

To: Mike Buckley who wrote (5035)	6/15/2001 3:18:28 AM
From: puborectalis	Respond to of 6974

Manugistics CEO: Vendor Consolidation Coming By David Lewis Massive consolidation will occur in the IT industry in the next year or so, producing players that will dominate systems integration. But it will not result in the creation of a single software giant spanning enterprise apps. So said Greg Owens, president and CEO of Manugistics Group Inc., a supply chain software vendor, and keynote speaker on the final day of the Bear Stearns 12th Annual Technology Conference in New York City. Owens predicted that contraction in IT spending would lead to a wave of consolidations "around major points" such as ERP and CRM. However, "total aggregation" of software vendors "isn't going to happen," he said. Owens said that plenty of opportunities remained for best-of-breed vendors. "We're going to see best-of-breed apps still getting substantial traction because they are offering businesses an opportunity to drive revenues." Companies like IBM and Peregrine Systems will gain systems integration market share, Owens said. Supply chain vendors in particular are well-positioned to profit from current market conditions. Owens noted that some vertical industries--notably oil and gas, retail and consumer goods producers--continue to do well. "You've got to drill down into each level of the vertical markets," he said.