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


To: Melissa McAuliffe who wrote (1359)4/14/1998 2:56:00 PM
From: Trader Dave  Read Replies (2) | Respond to of 6974
 
The contest was sebl breaking 30 vs vantive breaking 37 - an arbitrary contest which you invented. The contest that I care about is consistent long term business execution.

Be careful about trumpeting sebl's short term good results as evidence of a successful merger, The test won't arise until one to two quarters after the deal is complete. The real challenges start to emerge in the September or December quarter.