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

To: JakeStraw who wrote (6084)	6/26/2002 2:30:24 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 6974

Smaller and larger rivals he (Larry E) sees disappearing are- online market places software company Ariba (NasdaqNM:ARBA) Yeah marketplaces are being absorbed by the ERPs expanding their order cycle out over the internet... agreed application server maker BEA Systems (NasdaqNM:BEAS) Although BEA has a great following, it is still infrastructure and most vendors prefer to buy from one source, I hear Oracle has a great middleware team so my guess is BEA will be under some pressure Siebel (NasdaqNM:SEBL). Bwahahahah! Oh Larry get real! Talk about wishful thinking, it is SEBL that is a threat to Oracle applications not the other way around!