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

To: ynot who wrote (6445)	10/18/2002 3:06:30 PM
From: mtnlady	Read Replies (1) \| Respond to of 6974

What does stock price have to do with the definition of a gorilla? I believe SEBL may see some market share erosion but when the economy turns they will still own the CRM space. Plus they have an extremely strong balance sheet & cash reserves which should see them through. What market share they lose to PSFT & SAP they will make up through the demise of countless other competitors. It would be interesting to review who the software G&K companies are over the next year. We will want a chunk of our investment $$ in these companies.