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

To: eRM Solutions who wrote (1464)	5/1/1998 11:11:00 AM
From: Notting Hill	Respond to of 6974

>>Here's a big difference in mindset, while Loungo is worrying about SEBL, SEBL is trying to gain maketstay ahead of the big ERP players. Yes! That's the way to go! Walk over everyone's head, without looking back. True, but necessary arrogance.

To: eRM Solutions who wrote (1464)	5/1/1998 11:33:00 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 6974

SEBL is trying to gain maketstay ahead of the big ERP players. I'm not sure I completely understand what you mean by this. However if what you mean is, that Seibel sees their competition as SAP,Baan,Psft vs. Vntv then I'm not sure that is a good thing. I think vntv and sebl will hold their own against us ERP people mostly because we've got more important areas of focus (read: more profitable) than SFA. Now theres some areas - purchasing comes to mind (Ariba) - where ERP mkt share is going to win out over a superior product. Ariba will need to be acquired to survive, intranet purchasing is just not that strategic. But SFA is another matter - if vntv and sebl deliver a better perceived product, they will win over the ERP vendor offerings. Michelle