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


To: rkral who wrote (6024)6/13/2002 10:50:09 AM
From: ynot  Respond to of 6974
 
thanks
for the
reference

i should be
specific here
CRM=Santa Claus
the location and
definition changes
according to the goal
capabilities, products
of the vendors which
hope to either sell
stock or product

it is a common
approach, by
enlarging
markets
stock
goes
up!

please note the SME focua, the ERP vendors have been saying this for almost five years now.

SEBL is no different, desperate for some kind of 'magic bullet' or rather 'new untapped market'

as to the size of the market, well i'm not sure that i would believe the published figures. i saw the same in the ERP frenzy where everything was a BILLION dollar market

i would think if you added up all the software market claims you would get to the same conclusion as 'dumb' investors reached in the TELCO market, aka NORTEL stock

JMHO
regards,
ynot :)

PS
SEBL et al can fall the same proportion as NORTEL at the peak, imho :)