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To: KevRupert who wrote (13024)	4/13/2000 9:52:00 PM
From: mtnlady	Read Replies (2) \| Respond to of 35685

Siebel will easily beat estimates and is keeping much in their back pocket for future quarters. I would bet what is left on my portfolio on that. In addition, even though the stock is beat down a lot, I still expect a 2-1 split announcement. Siebel has normally announced splits in the 60-80 range so even at today's stock price they are 'high' for them (i.e. for a stock split). Siebel OWNS their category of CRM and has a lock on it for quite some time (if you follow G&K theory they are the gorilla in this sector). Siebel is moving very, very strongly into the e-commerce side of things with over 400+ partners including IBM which has focused all of their CRM energy on Siebel now abandoning their own CRM product and division. Siebel earns lots of $$ which is evident in their PE. Compare their PE to ARBA and ITWO etc.. and you will see it's a b2b company that is quite profitable and very well liked by the institutions... which.. by the way.. appear to be buying the heck out of them this last week or so... Wonder why... <g> I hope this helps.