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

To: Lee L. who wrote (1206)	3/11/1998 1:37:00 AM
From: Voomp	Respond to of 6974

I have to agree with Lee on most points made. I was there when it hit 62 but finally decided to bail out yesterday at 52. I have used the Scopus product line before and must say that it is not very impressive at all. I believe the only reason why SEBL bought Scopus was gain more market share in the consolidating SFA market and markets with similar products. There will be a few more mergers or acquisitions before the year is through. Likely players will be PeopleSoft, Oracle, Vantive, Remedy to name a few. It is probably a good strategic move for SEBL to begin the consolidation game, cuz it was bound to happen sooner or later. Better SEBL first than anyone else. But I'll have to sit this one out until the dust settles.