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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Peter Dierks who wrote (4213)1/3/2001 11:02:39 AM
From: Mike Buckley  Read Replies (2) of 6974
 
Peter,

I think it was pretty clear that the reason Microsoft bought Great Plains is because the acquisition enhances the appeal of their .Net iniative for the smaller companies. The new scenario strengthens Siebel's value chain in my mind.

--Mike Buckley
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