As one of the latest additions to our Motley Fool Stock Research offerings, Siebel Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(Nasdaq: SEBL)") else Response.Write("(Nasdaq: SEBL)") end if %> is often a hot stock topic. Yet Fools can't seem to agree on which way the enterprise software giant is heading.
Paul Buster (TMF Buster) and Mike Trigg (TMF Tonto) square off today. You'll see a taste below -- click on the Bull and Bear links to devour the meal. Then read the rebuttals. You'll be glad you did.
The Bull Argument...
Just how hot is Siebel? Well, starting from a base of $221 million in 1997, Siebel has grown total revenues by an average of 89% per year over the last two years to $791 million in 1999. And in the first six months of 2000, Siebel has been even hotter. Sales are almost $700 million, nearly 120% ahead of last year at this time and on pace to crack the annual $1 billion threshold with ease.
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The Bear Argument...
Nowadays, being bearish on Customer Relationship Management (CRM) software provider Siebel Systems <% if gsSubBrand = "aolsnapshot" then Response.Write("(Nasdaq: SEBL)") else Response.Write("(Nasdaq: SEBL)") end if %> isn't very fashionable. The company's stranglehold on the CRM space is so tight, analysts have discovered a new favorite pastime: upgrading the stock. But despite the Street's fanfare, there's a different story to tell when it comes to the San Mateo, Calif. company.
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The Bull Argument »
