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

To: Clam Clam who wrote (1505)	5/11/1998 6:06:00 PM
From: Bill C	Respond to of 6974

ClamCLam - you sound like you have followed this sector for a while. Do you work in the industry as well or perhaps have close friends/family that do? I like Siebel and Vantive. I beleive in the long run Siebel will prove to be more successful (rev growth and stock appreciation). However, for the near and perhaps medium term there are huge risks as Siebel melds its org and products with Scopus. Additionally, as has been pointed out, it becomes more difficult to maintain the strong growth rates as the company grows. What are your opinons re: Siebel for the next year - is Scopus and good acquisition for Siebel? There valuation does seem to have gotten a little bit out in front of the near/med prospects - although I do see a floor on their stock at 20. thanks