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

To: treetopflier who wrote (2337)	10/29/1998 2:22:00 PM
From: David R. Doerr	Read Replies (1) \| Respond to of 6974

>> I'm not aware of financials or manufacturing or distribution offerings from SEBL Siebel has finance/insurance/pharma/consumer goods and communication for industry specific solutions.

To: treetopflier who wrote (2337)	10/29/1998 2:39:00 PM
From: Melissa McAuliffe	Read Replies (3) \| Respond to of 6974

It seems you've dug your heels in here and don't want to acknowledge the reality or admit defeat. Don't you think that the reference to 2002 is simply meant to point out the fact that there is minimally a three year window in which this will happen. If not, you are simply grasping at straws and looking for things to supoort your argument. What it really showed was that only 26% of the companies who will ultimately move in this direction are currently there. That leaves a HUGE market for SEBL.....To say that SEBL's growth won't continue next year due to y2k is just a ridiculous statement. It's so ridiculous I can't even discuss it anymore. Hard to believe, I know.<g> With respect to "viable" competitors by y2k....that remains to be seen and depends on your definition of "viable" But the urstated point within your statement is that until 2000 sebl really has no viable competition so to speak. And this whole discussion centers around next year, not what happens in 2000 anyway. With respect to PSFT and SEBL top management not playing golf together....... I don't know what Michelle's perspective is I said that I doubted either CEO would be willing to take a lesser position in the new organization and I doubt either one has any intention of retiring any time soon. One other point about this competition and installed bases, etc. Just remember that SAP is not going to automatically win just because they are the installed vendor. I think that a lot of that business is going to go to sebl simply because they have a stronger product offerring. Especially since we already know that SEBL isn't going to be selling to IT anyway. And also remember that SEBL will be able to walk into every PSFT customer with a solution that is integrated with the PSFT applications. The only place SAP really has a chance in is going to be within their own customer base and then only a portion of that since SEBL will be selling into their base while they're trying to come up with a product. Now that I wrote that I wonder why they are wasting so much money trying to develop a system in the first place.