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

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To: Clam Clam who wrote (982)12/17/1997 9:36:00 PM
From: David R. Doerr  Read Replies (2) of 6974
 
Clam Clam,

Is there any truth to the rumors of Siebel users at such places as Montgomery Securities wanting to replace Siebel. From a very reliable source today, out of the blue he asked if I still owned SEBL. My source said the company is a deck of cards, not implying the options, but the technology, and not sure if they have much meat behind their program. I'm still long some stock, I'm not looking at bashing the company. Tom has done a huge job marketing the technology, but just how beneficial is it to the end users right now? Any thoughts would be appreciated.
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