Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Wizard who wrote (2701)	4/14/1999 11:37:00 AM
From: Trader Dave	Read Replies (2) of 6974

Perhaps I misunderstood your comparison of PSFT last year and SEBL this year. We are seeing evidence that spending from y2k remediation and erp implementations is being diverted to front office and e-commerce projects. Priorities for these deployments maybe higher than cost saving driven implementations of traditional IT projects. I understand your interest in waiting until the evidence is in, I invest by buying when everyone else is afraid. I apologize for my tone, I find the panic surrounding all of software to be a little extreme and was disagreeing with what I thought was your view that SEBL's execution and outlook would be weak. No one can predict how 1999 will shape up, but you don't know the nature or extent of my "fundamental work" and how that drives my investment approach. TD

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