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

To: chojiro who wrote (6348)	9/22/2002 3:12:56 PM
From: Lizzie Tudor	Respond to of 6974

Even Tom said there isn't enough room for all these companies and more than half will go out of business. I agree with this. I think sap, orcl, psft and sebl are the only app players left. With sebl as the only pure play crm, I can name at least 10 companies off the top of my head who will go away: blue,fire,kana,epny,clic(already gone),fstw(sorry hank),bvsn,artg,vign,whoever makes storyserver. Thats 10 right there off the top of my head vs one remaining sebl. So I am even more pessimistic than Tom on consolidation, its not like I think things are good or anything. But imho the sector thats really in trouble is real estate. L