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

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To: Melissa McAuliffe who wrote (2002)8/1/1998 1:07:00 AM
From: Lizzie Tudor  Read Replies (1) of 6974
 
Melissa,

Everything I do with Sap will be after monday when they list. My broker tells me options will be immediately forthcoming (within a few weeks). He hasn't confirmed that with me though.

I agree there may be an overreaction for Sebl, because sebl was the only company with really great numbers, but I would be very careful with any ERP (incl psft). I dont think we have seen the bottom yet, my sense is things are slowing fundamentally. Vantive was in the 10s for a while today, did you see that?

Michelle
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