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

To: mtnlady who wrote (3582)	5/25/2000 6:51:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 6974

mtnlady, For the reasons you mention as well as others, my money would be placed on the bet that the rumor of Oracle buying Baan's CRM unit is nothing more than a silly rumor by people who don't understand the dynamics of the marketplace and/or by people who are hoping to pump up Baan's stock for one, last-ditch opportunity to bail out. --Mike Buckley

To: mtnlady who wrote (3582)	5/26/2000 10:57:00 AM
From: Trader Dave	Read Replies (2) \| Respond to of 6974

your analysis is accurate. There were extensive comments that about two years ago, John Luongo had several visits to Larry's house in discussions of a Vanitve Sale. However, Oracle has a history of not paying up for good companies executing well. So the Clarify purchase (while potentially dangerous to Sebl) was unlikely. I think Oracle paid $12 million for a remnant CRM company about 2.5 years ago, started with a V as I recall and was in the DC area. Doesn't matter if Oracle buys Baan, but it would be a moderate positive. Frankly another 2 to 3 quarters of current growth rates and the tic toc of Larry's amusing claim that he'll pass SEBL in the next fiscal year will be proof enough as to what company is leading the market..... ONXS! TD