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: seth thomas who wrote (2591)	2/25/1999 9:38:00 AM
From: eRM Solutions	Read Replies (1) \| Respond to of 6974

Steve, This is about market share and name recognition. They are dominating the SFA space. By giving away the CLIENT version for free they are hooking the customer who owns a small business into buying the SERVER license so they can link the rest of the company. What Siebel has done is say we are the Giant in SFA space, period. Think of all the new customers, Siebel customers, they will attract by giving the Client version away. The single version will be given away to MILLIONS of Compaq customers, once these people realize the value of SFA for small companies how many server licenses will be sold. Revenue is revenue. Does Microsoft sell personal as well as Enterprise level software? Can you possibly say that Microsoft should not be in the Enterprise software business because they started in PC software. In this business you either grow or die. One year ago Vantive and Siebel had similiar market caps, Siebel is going one way and Vantive another. You cannot compete without market share, how will Vantive compete with Siebel? It amazes me when you post about Vantive, it is clear to everyone except you that Siebel has positioned itself as the dominant force in this market. John