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

To: Lee L. who wrote (1285)	3/16/1998 11:29:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 6974

I'm still in Siebel. Actually added a bit more last week at 52. Valuation...that's tough. I think Siebel is going to take the category longer term, so I'm cool waiting. This merger is a bit accretive, but slows the top-line growth rate for a while. The trade-off is critical mass on the service side, so on-balance (assuming integration issues aren't killers) I think Siebel is still "it". That's my simple assessment. I haven't been paying too much attention to Siebel. It's sorta just there now. Been focusing on building positions in the Internet commerce area, and I don't really have an interest in taking down the Siebel position, even for Vantive or others in the client/server area.