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

To: Bobo who wrote (2020)	8/6/1998 11:21:00 PM
From: Melissa McAuliffe	Read Replies (1) \| Respond to of 6974

Bobo, It's an interesting thing but of all the software stocks I own, this is the only one where I'm not worrying about the quarter. If the stock hadn't dropped so much I doubt any one else would be either. I personally think that sebl is just going the route of all the ERP/ERM vendors right now.....which happens to be down. Maybe I'm being unrealistic but I don't see the stock staying here until the end of the quarter unless the market continues to go down. I just think that right now investors are very skittish on this sector. This is one of the few companies that reported 100% license growth and an expectation of continued growth while everyone else is talking about slowing growth, Asian problems, Y2k problems, competitive issues, execution problems, etc. I think this might be one of those throwing the baby out with the bath water situations. Melissa