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

To: Beltropolis Boy who wrote (3503)	4/26/2000 8:56:00 PM
From: Trader Dave	Respond to of 6974

as stated on the conference call, 14,000 trained sebl implementation experts, i forget the number of significant partners, (600 or so) and an IBM pipeline that's up 200% sequentially. Our internal IBM contacts have some interesting things to say about what's brewing for the partnership. Uh, I can't say i see SEBL's margins compressing too much in order to deal with the massive increase in business headed their way. I'm not losing too much sleep about SEBL missing numbers any time soon. So Chris, what's 35,000 times $500,000? Still, despite the fact that SEBL likely has years of growth well in front of it, I still hate the perpetual licensing model they have in common with many deceased enterprise software companies (and a few hot ones too.) OTOH, Mercury has solved that problem in an elegant fashion. TD