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

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To: treetopflier who wrote (2254)10/24/1998 9:00:00 PM
From: Melissa McAuliffe  Read Replies (1) of 6974
 
Did you read the Gartner report that was posted on one of these threads recently?

If I remember it corrrectly, Y2K's impact on application software purchases this year was practically nothing. Next year the report said it impact purchases somewhat but nothing like people are saying. The way I see it, it's not the amount of the IT budget being spent on Y2K but rather will this impact the license of application software. Also, who owns the budget for this software/implementtoin. I guess could be different account by account.

Re: SCOP's architecture and ties to MSFT. Doesn't SEBL99 address this concern?
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