Siebel Systems (SEBL) - strong buy? Message Board

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

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To: MENSO who wrote (2150)	10/14/1998 3:40:00 PM
From: Lizzie Tudor	Read Replies (2) of 6974

Oh please. Can we refrain from stuff like this. I already have had to deal with something like this myself from my good friend ibexx on the Sap board who couldnt deal with a healthy amt of skepticism regarding the ERP biz. Consequently, no industry people ever go to the Sap board anymore, if you want any fundamental ERP biz news you have to go to psft. Is that a good thing? Regarding vntv, all I can say is when you have a disintegrating sector like this (Im talking in stock price here - not fundamentals although those are decelerating in many cases too), then maybe going long on a beat up player might make sense. I honestly dont know what could possibly happen to Sebls numbers this year that would cause the stock to rise 40%. I think I agree with Dave though that Clfy looks better than vntv for a bottom fisher though. Michelle

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