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

To: hueyone who wrote (6633)	4/6/2003 8:42:07 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 6974

Well, if the crux of that article is that all these private companies that are really just independent consulting houses are going to merge... then I agree. Thats where the 10,000 software companies comes from. But their focus in the piece is the midrange who I am familiar with, companies with niche applications or boltons. The chart in the middle lists companies like Macromedia who are doing 300mm/year. There are not 10,000 software companies doing 300mm/year for sure. We've already had brutal consolidation in software but not done yet- it is still ongoing. Most of the companies that were going to go away, already have imo. Its fairly obvous who is left to be taken out, if they have a stock price in the single digits or are delisted already. But that doesn't mean the industry is on a decline anymore it just means consolidation is happening. Some companies like Oracle are true winners in this.