Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (16097)	1/23/2000 7:21:00 PM
From: mtnlady	Read Replies (1) of 54805

Tekboy I wonder if Siebel has 'stalled' because the CRM wars are virtually over with Vantive and Clarify getting sold off. Without a war there isn't much press. Without press there is less excitement and thus less demand. Supply and demand drives the stock market. I think Siebel's next financial report due Tuesday will clearly show that Siebel, as a company hasn't stalled in the least, just their stock has. I also believe that Siebel's new wins at Yahoo, Excite and Saturn and a coming huge deal with IBM AND the introduction of Siebel2000 which, I believe has many b2b functions will highlight that Siebel has entered the b2b wars with some very powerful ammunition. I think THIS will cause the stock to move again.

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