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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (3068)	10/12/1999 5:12:00 PM
From: Yamphung K. Lee	Read Replies (1) \| Respond to of 6974

TD, Couldn't agree with you more. There's no reason why Siebel can't surpass the $40-50 billion valuation that SAP reached in its prime. The potential market is bigger and the competitors are weaker. Can you elaborate on the monstrous goings on you see at SEBL?

To: Trader Dave who wrote (3068)	10/12/1999 9:41:00 PM
From: Lee L.	Read Replies (2) \| Respond to of 6974

When Tom brought in x-big-guns from SAP and others several months ago, I felt a lot better about the Siebel organization. The home-grown team was ok, but not ready for the big leagues IMO. I'm no longer working with Siebel (graduated to VNTV.... er, PSFT), so I don't know if Tom is actually letting someone else make decisions. I should email a couple of my buddies over there and see what they think. I'm looking forward to this q's earnings. I would like to see revenue around ASP deals. Siebel was a leader in heading in this direction. I think this has a lot of potential (esp with SFA), but I still don't quite believe some of the market projections that I've read. In the Internet age,why do companies still need their own servers, networks and support staff??... It will take a while for this IT guy to accept this notion completely. Siebel's valuation gives it a ton of currency to do a lot of exciting things in and around CRM. I'm enjoying the ride.