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

To: mtnlady who wrote (3211)	1/24/2000 6:03:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 6974

Now, now - what's a mother with children in the house doing out on margin? Tsk, tsk, tsk... Mntladay - relax. Wait for the quarterly report tomorrow and listen to the conference call on the Internet. Hopefully we'll hear all the usual 'great quarter' from the analysts while they ask their questions. The B2B pie is huge and there will be a lot of consolidation in the space over the next few years. Remember, a gorilla can exist in the application-sofware vendor space with 30 - 35% market share while the chimps that fill out the market share perform quite well. B2B will have a lot of good performing smaller players as well as larger players. Everyone likes pie. BB

To: mtnlady who wrote (3211)	1/24/2000 10:08:00 PM
From: Trader Dave	Read Replies (2) \| Respond to of 6974

<<...to get revenue growth spurting again...>> What on earth are you talking about? I don't think there's ever been a software company this size growing this quickly. It will be a miracle if they can sustain this rate of growth. Frankly, I'm hopeful the can enter the b2b arena with some form of a repeat revenue business model. Eventually, all perpetual license model software companies die a painful death. SEBL is in the early innings in the market so there's room to create new businesses, but expecting an acceleration from 1999 rates would seem rather pie in the sky. TD