Siebel Systems (SEBL) - strong buy? Message Board

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

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To: nick cash who wrote (2734)	4/21/1999 11:29:00 PM
From: Robert Schwartz	Read Replies (1) of 6974

Nick - Thanks for the note. I cannot comment on Siebel's client relationships. I am also long, albeit at 35. I also believe that Siebel can continue to deliver the goods for quite a while. 60 - 70 is certainly feasible. For another company with great management that has exceeded expectations for the past 3+ years, check out Vitesse (VTSS) Semiconductor. VTSS makes digital gallium arsenide chips that go into communications equipment. Apparently digital gallium arsenide is about 4 times faster than silicon. While I do not currently own, they have been a stellar performer for some time. RFS.

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