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

To: Shege Dambanza who wrote (1654)	5/29/1998 10:19:00 AM
From: David R. Doerr	Respond to of 6974

I have a pretty good contact over there that told me last summer Trey was going with Siebel, I will see what he knows.

To: Shege Dambanza who wrote (1654)	5/29/1998 10:25:00 AM
From: Amsterdam	Read Replies (1) \| Respond to of 6974

Maybe we should cut and paste a few messages from the Sebl thread to the Msft thread and see if we get any takers.

To: Shege Dambanza who wrote (1654)	5/29/1998 6:34:00 PM
From: David R. Doerr	Read Replies (1) \| Respond to of 6974

>> So, anyone know what Microsoft is actually going to do with the Siebel product, how many seats etc? This one if Balmer's baby. They are calling it Project Missouri. I guess when Steve was announcing it internally he was dancing around yelling "show me the money" (isn't it 1998?). The goal is to replace 3 of their biggest internal apps. According to my source, this is a big deal. Thousands of seats. MSFT is currently staffing up 100 heads to support this deal. He didn't know all the units being Siebelized. Disclaimer: I don't have millions of dollars worth of SEBL stock, but have been long an amount equal to what Steve Farber spends in a weekend for a couple of years.