Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Lizzie Tudor who wrote (2092)	9/30/1998 9:50:00 AM
From: growthvalue	Read Replies (1) of 6974

Michelle - I have been wondering the same thing. I haven't heard anything about the CIS business. I'm very concerned about the impact of Y2K on the CIS market because many companies already have an ad-hoc in-house CIS system. And since companies are now fixing rather than replacing their internal systems, I think CIS will necessarily be soft. Congrats on your SAP short - may have farther to go IMO. GV p.s. MANU trading at close to 1x sales - doesn't speak well for what could happen to the valuations of a lot of ERP companies if the Y2K stuff turns out to be for real.

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