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

To: Melissa McAuliffe who wrote (1180)	3/4/1998 9:51:00 AM
From: seth thomas	Respond to of 6974

Melissa - I don't have the names of the SEBL losses to VNTV, but in the most recent conference call, John Luongo said that in the quarter ending Dec 31, in head to head deals, VNTV won nine times and SEBL won zero. That seems pretty telling to me. Of course, we don't know what head to head (not his exact words) actually means. Still, no matter how you slice it, 9-0 is pretty good. I don't know that names of these accounts, sorry. PErhaps it will be discussed in the March 10 VNTV analyst meeting? BTW, I am having lunch today with a former SEBL senior development manager, now VP-engineering at one of my portfolio companies. He's only been out of SEBL for a relatively short time. This lunch was scheduled before the latest SEBL/SCOP stuff - I am real interested to hear what he thinks about the product integration problem. I'll report back any worthwhile data.