"Siebel's not a database company -- they don't have database revenue to fall back on," said John Ragsdale, an analyst at Giga Information Group. Oracle, the largest database maker, gets more than three-fourths of its software revenue from databases.
Price competition is just one more thing for Siebel to worry about. The company's growth has skidded this year as corporations reined in spending. The Sept. 11 terrorist attacks disrupted business, Tom Siebel said this week, and led to the company's first-ever year-over-year revenue drop.
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