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

To: Trader Dave who wrote (3294)	2/10/2000 6:08:00 PM
From: dovan do	Read Replies (2) \| Respond to of 6974

Wild!!! This news is HUGE - IBM biz.yahoo.com

To: Trader Dave who wrote (3294)	2/11/2000 4:22:00 AM
From: longterm8750	Read Replies (1) \| Respond to of 6974

TD: Do you agree with discussion on Yahoo board? Game over? Siebel's won? What do we look for here for upside? What are the risks, other than continued execution and eventual saturation, once you're the market's absolute dominant player? Do people here agree that the breadth and scope of the press release re IBM as well as TS's direct telegraphing of IBM deal during conference call re earnings are breathtaking in their directness and absolute numbers? TD, you were, still are(? from recent posts of yours), hesitant on TS's leadership and culture, is it still a risk or moving to the benefit column? I guess, most important, are there any EDUCATED, guesstimates from anyone here of potential explicit market cap for SEBL with a timeframe attached? All educated thoughts welcome. LT8750