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Technology Stocks : Siebel Systems (SEBL) - strong buy?

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To: Trader Dave who wrote (2961)7/21/1999 12:31:00 AM
From: Shane M  Read Replies (2) of 6974
 
Trader Dave,

The analyst from Adams/Harkness/Hill in the CC also asked about pre-paid royalty revenue with JDEC or Great Plains. The company stated they booked no such pre-paid revenues, and will recognize only as it is resold to end user.

Overal message of CC: Market looks better than ever. SEBL is better positioned than ever. Only constraint on growth is SEBL's ability to manage sales process. Pipeline is not a constraint.

Shane
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