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

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To: Trader Dave who wrote (2368)11/9/1998 3:51:00 PM
From: Lizzie Tudor  Read Replies (1) of 6974
 
TD, Im confused... you are saying that Chuck Phillips is the only analyst that thinks Sap will penetrate front office?

I also dont think Sap has much to offer in front office, and besides Sebl is such a sexy company Id like to see Sap outmarket Siebel.

But I know you guys think Chuck Phillips is so good just the fact that he is concerned maybe is cause for concern?

Michelle
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