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

To: John Townsend who wrote (1308)3/25/1998 11:17:00 AM
From: Trader Dave  Read Replies (1) | Respond to of 6974
 
Good observations,

But the integration challenges do create opportunity for Vantive and Clarify over the next 6 to 12 months. SEBL's not going away and will probably keep growing extraordinarily well over the long term - But the lofty stock price and integration challenges could cause some short term consolidation in the stock.

TD



To: John Townsend who wrote (1308)3/25/1998 9:51:00 PM
From: skunk  Read Replies (1) | Respond to of 6974
 
Anyone hear about the rumor that Siebel will buy Concentra (CTRA) for their product configurator? It seems a little strange given the Scopus deal. However in Siebel 98 they tout configuration capabilities a la Trilogy. Any thoughts?


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