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

To: Lizzie Tudor who wrote (2092)	9/29/1998 7:54:00 PM
From: Lee L.	Read Replies (3) \| Respond to of 6974

This week, I've heard that Q3 will be ok, but not a blow-out. Year-end numbers appear to be very strong. Does anyone have thoughts on today's rise? Lots of volume... something's up.

To: Lizzie Tudor who wrote (2092)	9/30/1998 9:50:00 AM
From: growthvalue	Read Replies (1) \| Respond to of 6974

Michelle - I have been wondering the same thing. I haven't heard anything about the CIS business. I'm very concerned about the impact of Y2K on the CIS market because many companies already have an ad-hoc in-house CIS system. And since companies are now fixing rather than replacing their internal systems, I think CIS will necessarily be soft. Congrats on your SAP short - may have farther to go IMO. GV p.s. MANU trading at close to 1x sales - doesn't speak well for what could happen to the valuations of a lot of ERP companies if the Y2K stuff turns out to be for real.