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

To: Trader Dave who wrote (3137)	11/9/1999 3:07:00 PM
From: longterm8750	Respond to of 6974

TD: Thanks as always for your thoughts. Very valuable. Here's a question for you: Is the current Siebel run-up being caused by a fundamental reassessment of the company's prospects as an applications software provider/traditional tech growth story or is some "internet valuation" starting to be applied to the company by the market? I'm sure it's probably a bit of both but I'm more leery of temporary overvaluation based on the latter than the former. RE: ASP, I wonder if SEBL's tepid response is due to the market not quite being ready for this. Most of the world seems to not yet understand nor trust the ASP model yet. The market seems to still be in the chasm stage. Good to hear you're still in. Trees may not grow to the sky but the tulips seems to be growing nicely for now. LT