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

To: kahunabear who wrote (1108)	2/26/1998 5:14:00 PM
From: put2rich	Respond to of 6974

Don't apply logic to sebl and other high fliers. A mad world out there.

To: kahunabear who wrote (1108)	2/26/1998 6:11:00 PM
From: koong pooi seong	Read Replies (1) \| Respond to of 6974

Hi, I am new to the whole SFA field, but I recently attended the Cyberposium 98 at Harvard BS. A panel of VC including McNamee and Cline attested that the growth now is in SFA especially in the front end. That's where we will see more group than even the pure ERP group. Siebel is clearly a leader here. I also head the head of marketing at Siebel talk about how they intend o manage this torrid growth rate by being the number one player in the whole customer oriented sphere. I think this article taken from Siebel Online is to the point and I only started getting interested after the symposium last week. The Global Market Leader The Fastest Growing Client/Server Software Company in History In four years, Siebel Systems has emerged as the global market leader in sales, marketing, and customer service information systems. In doing so, the company has also become the fastest-growing client/server applications software company in history, eclipsing such well-known software vendors such as Oracle, SAP, PeopleSoft, and Baan. For the first time, organizations looking to make their sales, marketing, and customer service operations more productive have a clear choice in today's marketplace. Siebel's rise to prominence, however, did not occur by accident. Becoming the global market leader means focusing on total customer satisfaction, having a technical vision that not only works with today's mobile sales, service, and call center organizations but also takes advantage of emerging technologies, such as software agents, and world-class partnerships. Siebel's becoming the fastest-growing software company in the history of client/server computing, however, demonstrates that the market has chosen Siebel as not only the best-of-class sales, marketing, and customer service solution but also as the most dependable software investment in the industry. An Exploding Market The market for sales, marketing, and customer service applications is the single fastest-growing segment in client/server computing. In March 1997, Forrester Research placed the size of the sales, marketing, and customer service systems market in 1997 at $1 billion and estimated a 54 percent compound annual growth rate (CAGR) through the year 2000, when the total market is estimated to be $3.5 billion. At that level, the market will eclipse that of financial and manufacturing applications combined. The reason for this growth is quite simple: return on investment (ROI). Sales, marketing, and customer service are the last unautomated operations within today's modern enterprise. Unlike back-office applications-manufacturing, finance, and human resources-where the goal with automation is to cut costs, sales, marketing, and customer service applications are designed to increase top-line revenue, thus contributing to higher profitability. Over the past four years, Siebel Systems has emerged as the clear global market leader in the sales force automation (SFA) market, with a more than 70 percent market share when compared with other public companies offering similar solutions. Similarly, as of the first quarter of 1997, Siebel has surpassed all the major players in the sales, marketing, and customer service marketplace in terms of license revenue. As the total market rapidly grows, Siebel's leadership position situates the company for even faster growth.