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

To: j_b who wrote (1949)	7/17/1998 4:55:00 PM
From: Fly On The Wall	Read Replies (1) \| Respond to of 6974

It's amazing... Siebel just had the most amazing quarter, especially considering the following merger issues, and some of you guys just want to tear apart the relevance of 111 day DSO... geez... I wish my firm could blow away targets and still have $180M in cash and millions more that are still to be collected... sounds like Q3 will be hot... DSO is not an irrelevant metric, but look at the half-full view instead (reserve revenues)... Here's what I mean about the merger: * Q2 sales effort didn't even get moving until after May 19 * 28% loss of Scopus personnel (of approx. 450 employees pre-merger * Product integration issues * Sales message issues - migrations, upgrades, etc... * Company integrations issues -- personnel, payroll, culture... Rather than a "wait and see" attitude, the market seems to have jumped on this ship... Hmm... let's see... a wide-open market, Vantive and Clarify not even in the picture anymore, Oracle still 18-24 months behind schedule, SAP abandoning its SFA program in Russia and starting from scratch in India... I wonder how Siebel will perform? I think the answer is obvious, regardless of DSO.