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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Wizard who wrote (2901)7/6/1999 11:15:00 PM
From: Trader Dave  Read Replies (1) of 6974
 
<<Amsterdam, looked at Actuate's stuff? also, any opinions on the Ariba/Commerce One/Concur space?? TD??>> Like the space, valuations are a struggle.

Mike, Ben's work is clearly the result of sloppy emotionally driven analysis, a strong buy on Vantive? Yes sebl's pe to estimated growth rate is high, but so are all of the market leaders in this environment and there's more room for execution upside than in the past.

Amsterdam: You think there's more competition in the fo than in the erp/backoffice? And the market won't be as large as ERP? I'll take that bet. we should chat about that one. The market's bigger and the competitors are generally weaker than SAP ever faced. Clarify may just be the PSFT to SEBL's SAP though. The folks at Clarify are in the way of some MONSTER pieces of business.

TD

Perhaps VNTV will create some buying opportunities, but I doubt the fourth blow up in 4 quarters will do much of anything.
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