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

To: Beltropolis Boy who wrote (3131)	11/8/1999 8:53:00 PM
From: Steven L. Johnson	Read Replies (3) \| Respond to of 6974

With all the insanity on the YAHOO board, it's a shame we can keep up more of a conversation here... This has been a rather incredible run as of late with SEBL (the stock) showing strong sustained market demand. Can all this be attributed to recent news? Or, is it possible that hitting a $10B capitalization has allowed more fund managers to invest (e.g., those with restrictions on 'smaller cap' stocks)? Or, with CLFY and VTNV being bought, is it that SEBL is the only pure CRM play available? (Which is rather significant for a market widely believed to be larger than ERP.) Any other conjecture?