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

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To: Steve Hufnagle who wrote (3106)10/31/1999 9:17:00 PM
From: Trader Dave  Read Replies (2) of 6974
 
My god no!

IBM is still licking its corepoint wounds. And if Tom half believes the stuff he's talking about, why on earth would he sell out to a maturing mainframe vendor that's also in the services business?

Amsterdam is saying that there is a monster IBM deal out there for IBM to buy SEBL software for its internal use. Since Amsterdam spilled the beans, that is the deal I've heard about. It's my understanding that its not won yet.

TD
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