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


To: Lizzie Tudor who wrote (6747)6/5/2003 11:31:12 PM
From: hueyone  Read Replies (1) | Respond to of 6974
 
the engine business that keeps Oracle afloat is a better business than apps so the playing field between oracle and sebl isn't level. Its harder to make a profit in apps.

With that in mind, if you had a choice of putting money in Sebl or Oracle today, which would you choose? I know you are convinced that Oracle is way behind in apps, but do you think Oracle's core businesses make it a better investment? Do you think SEBL can eventually translate their dominant market position in CRM in to quality earnings for shareholders?

Regards, Huey