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

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To: Trader Dave who wrote (1594)5/19/1998 5:47:00 PM
From: Lee L.  Read Replies (2) of 6974
 
TD, I've gotta think that current scop deals went into a holding pattern (wouldn't you wait before signing up?). We'll see if growth in SFA can make up for it. Given Sebl's big push in Q497 and Q198, I think that they're due for a breather. The Scop acquisition must have been somewhat distracting to sales.

Q2 may be a speed-bump for Siebel, but I would expect them to make up for it in Q3-Q4.
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