Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Trader Dave who wrote (1458)	4/30/1998 6:19:00 PM
From: Clam Clam	Read Replies (2) of 6974

Hi Dave. I got a call from a friend at Morgan Stanley who says Chuck made a negative call today after the market closed on the ERP vendors citing saturation at the high-end of the market and a major challenge to take advantage of the opportunity in the middle market. Supposedly he compared it to the database industry a few years ago. Could be ugly in the world of software tommorrow.

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