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

To: Clam Clam who wrote (1044)	1/5/1998 12:45:00 PM
From: larrian martin	Respond to of 6974

Instresting news on the Microsoft deal... As per recent Ad blitz... (1) I agree -- this is a clear signal that this quarter was in the bag -- with cash to spare. (2) But, I find it hard to believe it was money well spent -- although it probably went over well at Tom's Rose Bowl party. It may actually indicate a weakness in the long-term sales pipeline. However, if I'm wrong, (and the ads were placed on strength, not weakness) then it looks like Tom's gearing up to push SEBL into the 1B revenue plateau.

To: Clam Clam who wrote (1044)	1/5/1998 8:28:00 PM
From: Amsterdam	Respond to of 6974

I heard the Micosoft deal is down to Siebel and Aurum/Baan with Vantive and SAP really trailing. Apparently Aurum's new (yet to be released) software is as Microsoft centric as you can get.