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


To: Melissa McAuliffe who wrote (1527)5/15/1998 2:29:00 PM
From: still learning  Read Replies (2) | Respond to of 6974
 
Melissa, please cut the shit. I think the salient point is that SEBL will or has lost some customers. If it hasn't happened with the ones Steve Farber mentioned, it will happen eventually. I do not think SEBL has 100% referencability. Neither does VNTV.

Who will SEBL react when it loses a key customer, given its stated position of 100% referencability -- that's a meaningful question. The rest is a pissing contest between SEBL fans and foes.

While it won't matter as much once they have more customers, they have few enough now that it would hurt if true. (does someone have the latest number they announced?)

BTW Clam, made some good points, but remember SEBL stopped announcing the # new seats and customers last qtr.