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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Nick Tingle who wrote ()5/1/2000 5:41:00 PM
From: mtnlady  Read Replies (2) of 6974
 
Interesting little run-up there at the end during the after market. Wonder who was buying and why. Rumors have SAP and Clarify partnering up. ST this might affect SEBL.. well at least the stock price (and may be part of the reason the stock was held down today during the regular market). LT I believe this is another indication of Siebel's dominance. Basically you have SAP throwing up the white flag and partnering with CLFY which is, most likely, SEBL's strongest competitor anyway.. So in short.... the field just got smaller by one (i.e. SAP's now 'gone') and the reigning #2 (CLFY) is confirmed as the #2 monkey in the jungle.
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