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

To: Kevin Rose who wrote (1613)	5/22/1998 9:58:00 AM
From: seth thomas	Read Replies (3) \| Respond to of 6974

Nu? Is the word getting out about customer challenges? Stock is down 3 or 4 points in the last week or two - over 15%. Soundview just issued a report covering a number of stocks - they comment on SEBL. To paraphrase, SEBL faces a number of incremental challenges in merging salesforce and technology. Competition is between VNTV and SEBL - and is heating up. Soundview reports that their model is under review. (that's analyst-speak for saying they are getting ready to lower numbers). There's a lot of skepticism that Siebel 99 will actually be ready in Q4 (and what will its robustness be?). That's just not a lot of time. Even if it is, there's a lot of time between now and then for VNTV to win some extra deals.