Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Lee L. who wrote (3066)	10/12/1999 7:24:00 AM
From: Trader Dave	Read Replies (2) of 6974

There are some monstrous things going on at SEBL. Short term trading is irrelevant, because longer term the valuation will reflect the company's results. From what we can tell, SEBL is becoming a more dominant gorilla in a much larger market than erp/backoffice. SEBL is separating from the pack. Can Tom let go enough of day to day management to let his recent additions to the management team get the company to the next level? Internal execution is the greatest risk. TD

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