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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: treetopflier who wrote (2254)10/25/1998 1:18:00 AM
From: Mike Buckley  Read Replies (1) of 6974
 
>>As for Y2K and its impact on IT budgets <<

Don't you think investors have already factored that into their pricing of these stocks? That's part of the reason so many of them have tanked.

In the conference call even Thomas Siebel said that dollars being diverted to Y2K issues is definitely a factor. He clarified that once management decides to make a front-office buying decision he's not aware of any company that has turned down Siebel because of Y2K issues.

--Mike Buckley
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