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

To: muckraker71 who wrote (6373)9/25/2002 11:41:40 AM
From: Hardly B. Solipsist  Respond to of 6974
 
While I agree that customers need to be rational, it might not be in SEBL's best interest to keep overselling. My impression is that one of the advantages that they have in the market is that they are seen as the gold standard, and if they oversell hard enough they could end up being thought of as no better, or even worse, than everyone else.



To: muckraker71 who wrote (6373)9/25/2002 7:07:40 PM
From: Hoatzin  Respond to of 6974
 
Great post!

I'd just add that many of the points you make are not Siebel or CRM-specific, and can be applied to most of the "silver bullet" waves over the history of software (IE, CASE, OO, ERP, etc.).

And I did LOL at this part:
all vendors (including Siebel) need to not oversell their products (chance of this happening: < 0%)

Let me know when you see this trend starting, will you?


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