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


To: Robert Schwartz who wrote (2752)4/23/1999 7:17:00 PM
From: Montezuma  Read Replies (1) | Respond to of 6974
 
I just noticed that the sales.com website is finally open. Did Tom mention this in the conference call? If not, then there should be a press release about it soon that will be worth a few points of internet hype.

My first impressions of the site... The layout was slick, but the functionality seemed lacking, at least the free parts. There's a premium membership for $20/month that gives you more. The "Sales.com University" section is just a pitch for their $1000+ sales training seminars, and their contact generation feature is also fee-based. If they're trying to turn this into a real web portal, they need to offer more free content.

Clearly, Siebel is setting this up as a spin-off. They've already structured it as a separate entity, sales.com Inc. Could this be the next billion-dollar internet IPO? My guess is no, but I'd like to hear other views, especially from people who are in sales. Do you really want to chat with other salespeople around the world about whether the golf course is a good place to do business?

Monty



To: Robert Schwartz who wrote (2752)4/29/1999 5:52:00 AM
From: Lutz Moeller  Read Replies (1) | Respond to of 6974
 
Robert,

You wrote" I believe we will Siebel rocket when the sector begins to gain some momentum. I have no clue when this will be, but if you are going to play this sector, Siebel seems to be the best bet for now."

What do You think about ITWO as another softwarestock then?

Lutz