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

To: Bobo who wrote (1934)	7/17/1998 11:12:00 AM
From: Dilbop	Read Replies (1) \| Respond to of 6974

CNBC 7/17 8:00AM Tom Siebel to be interviewd between 8-9 PST. Goodbye VNTV!!!

To: Bobo who wrote (1934)	8/6/1998 7:27:00 PM
From: Bobo	Read Replies (1) \| Respond to of 6974

The Siebel question... It seems that this poses the toughest qtr so far for Siebel. The Scopus integration seems to be going reasonably well (or the problems are well covered up). But it is the summer qtr coming off a backended qtr. Tough enough right? To add, customers probably wouldn't mind looking at Siebel 99 before they purchase. The tough question becomes whether to purchase the stock now or wait for the qtr to turn out. I say if they hit their numbers as they have been and DSO's are no worse, the stock sees $35 to $40 since it ought to be smooth sailing after this qtr. Buttttt, meet expectations with some further deterioration in DSO's and this thing visits the teens. Any thoughts?