Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: HVN who wrote (1659)	5/30/1998 1:36:00 PM
From: sunny	Read Replies (2) \| Respond to of 6974

Hi, I really don't get your "war" 'bout SEBL. CIS/SFA is a market with a huge potential. Remember that the market is only at its beginning. Europe is still far behind. Markets with huge potentials always attract a lot of vendors and therefore competition arises. The whole discussion on this board is not 'bout whether SEBL will succeed but more 'bout liking and disliking the company. I'm sure there are rough times ahead for SEBL especially with the big back-office vendors like SAP, Oracle, PSFT and Baan starting to pour into SFA/CIS (front-office). But the market should be big enough to support growth rates from 40-60% over at least two years. Given the current market situation I doubt this is a question of SEBL or VNTV or CLFY to "win". It's the question if one of these three can gain big market share against the big guys. And the only one of these three that seems strong enough to do in its own is SEBL right at the moment. Just my 2 cents. Hope to get some sort of more rational discussion, sunny