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


To: mtnlady who wrote (6484)10/23/2002 12:50:53 PM
From: ynot  Read Replies (1) | Respond to of 6974
 
process flow...is not technology
BEAS and umpteen collaboration (www.sonexis.com and even WEBX) companies are working hard at it

my post wasn't a pump for ORCL SAP or anybody else

connectivity/collaboration is horizontal

SEBL has competition from many vectors, 'CRM' (whatever that is), ERP, DSS, PORTALS (epicentric, PLUM, HUMC)etc...

SEBL is definately not the glue, but was at the right place at the right time...visibility was the deliverable, why the CEO's bought, as for the other promises, we'll see...

regards,
ynot :)