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


To: David R. Doerr who wrote (2336)10/29/1998 1:41:00 PM
From: treetopflier  Read Replies (2) | Respond to of 6974
 
Thanks David.

What was particularly interesting was the number of times they used the year 2002.

I DO believe in these products, and SEBL. My contention is, was, and will remain until proven conclusively otherwise (i.e. time will tell) is that they will go gangbusters in about 16 months and will be slower than expected until then.

Unfortunately for SEBL, by the time 2000 rolls around, there will be some viable competitors in the space that can do EXACTLY what this post says - exploit existing customers.

I'm not aware of financials or manufacturing or distribution offerings from SEBL. That is why I particularly like a SEBL/PSFT combination, but Michelle and Melissa assure me that the tops of these organizations don't play golf together.

As for my golfing in real life, I just put beer in the cart, buy two sleeves of balls and drive by tossing my golf balls into the ponds on the way. Saves all that exercise and it feeds the ball hawkers.

ttf