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


To: Trader Dave who wrote (2468)1/12/1999 6:43:00 PM
From: Albert Youssef  Read Replies (1) | Respond to of 6974
 
I agree. Don't buy an ERP company, please! At this stage in SEBL's life, I wouldn't want to see the company changing its focus in any way. Growing the SFA business is what I want to see most, and I don't want to see the growth diluted by other slower-growth initiatives or a lack of focus on the bread and butter core business. It's too early in the game and the lead over the ERPs who want to enter the SFA space (SAP, etc...) needs to be maintained or increased.

Just my 2 cents.