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

To: seth thomas who wrote (1041)	12/31/1997 9:04:00 AM
From: larrian martin	Read Replies (1) \| Respond to of 6974

That may explain the big ad push --- Money to burn this quarter but weak future sales projections. After all ...if anyone should know how to project their sales cycle.... Question is: Is this the beginning signs of over-all slowing of growth in this sector -- or are individual companies performing poorly

To: seth thomas who wrote (1041)	1/4/1998 11:24:00 PM
From: Clam Clam	Read Replies (3) \| Respond to of 6974

Tom Siebel paying for a Monday Night Football and a Rose Bowl commercial (among others) is a likely sign of another great quarter at Siebel. Just like Q3 when they ran all the newspaper adds (like the big Wall Street Journal add), Tom has defined a new way to pre-announce good results. It looks like they broke the bank and need to spend to try to keep their operating margins at a sustainable level. On another note, the much anticipated Microsoft SFA deal is supposedly really heating up. SAP is reportedly putting on the full-court press but the current handicapping consensus has Siebel as a touchdown favorite. Vantive's SFA is tightly tied to Microsoft Outlook so they will at least get a look. Any MSFT employees want to let on if any sales related people at MSFT actually use Microsoft Outlook. RFP's supposedly are going out this month (January). BTW, I was very disappointed to hear Tom speak for 30 seconds on a commercial and not say the word "HUGE" even once. Maybe they can run an add at the end of March (during the NCAA basketball tournament title game?) with Tom & Jerry Seinfeld talking about 100% customer satisfaction. That would be HUGE. Siebel presents at a Morgan Stanley conference on Tuesday January 6 (at 1:30 Arizona time), while SAP and SCOP are on Monday after the market closes.