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

To: William F. Wager, Jr. who wrote (5434)	10/20/2001 11:45:49 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 6974

Siebel held 55% of the CRM market last year, with $2.7 billion in sales. Oracle and Nortel Networks Corp. (NT) ranked second, with 11% each. PeopleSoft had 9% of the market, followed by SAP with 2%. Despite the tougher competition, Phillips says Siebel’s share rose to 64% in the first half of this year. Oracle remained at 11%, while PeopleSoft slipped to 4% and SAP rose to 4%. Nortel is leaving the sector. These numbers aside, Phillips says Siebel no longer has the jump in CRM. I'm having a difficult time finding any merit in Phillips' conclusion. If one puts the numbers aside, aren't they just speculating? uf