Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Kevin Rose who wrote (1237)	3/12/1998 8:32:00 PM
From: Lee L.	Read Replies (1) of 6974

I would conjecture that this deal was done in haste as well... sort of. Tom Siebel has said many times that he sees lots of consolidation in this market. Siebel and SAP were very chumy not-so-many months ago. I think that Siebel has been in an acquisition frame of mind for a while. With its sky-high valuation, Siebel saw an opportunity and went for it. I am confident that there wasn't lots of due-diligent technical reviews -- no way. Tom cut a deal based on overall fundamentals, not on detailed analysis. I don't know him, but I've met him and heard him speak many times. He's not one to ponder and over analyze.

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