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

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To: Melissa McAuliffe who wrote (2105)10/2/1998 7:46:00 PM
From: GJD  Read Replies (1) of 6974
 
After the blow-up in PSFT, SEBL seems to be the only ERP software stock standing. The co. has indicated 100% license revenue growth for the rest of the year. If they report this, and caution that future growth might slow (Like I2), this could test the $18-19 low of the crash day. Does anybody have a feeling how SCOP integration is going? Current business trends at SEBL? Potential threat from SAP announcement from last week?
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