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

To: Trader Dave who wrote (988)	12/18/1997 8:41:00 PM
From: Lee L.	Respond to of 6974

I won't guess at how long the current growth rate will be sustained. According to Gartner, the CIS/SFA marketplace is growing at 30-50% annually (I'm relying on memory here, so I'm not sure of the exact figure). By 2001 or so, this marketplace will be bigger than that for financials and manufaturing software. Looking at Siebel's products and the industries served, I wouldn't be surprised if the customer service and help desk aspects of Siebel's business out run the SFA segment. Impementation costs associated with services implementations are much lower than that of a sales implementation two main reasons -- 1. no mobile computing, 2. more clearly defined business process implementation). FWIW.