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

To: Trader Dave who wrote (2159)	10/14/1998 4:33:00 PM
From: Melissa McAuliffe	Read Replies (2) \| Respond to of 6974

TD, I know the guidance is important but if you have great guidance on the heels of a marginal quarter I don't think it will be so good for the stock.. I'm not saying sebl is having a marginal quarter, btw but that's why I'm interested in both. On the other hand a great quarter with poor guidance isn't good either. If you're going to be on the cc, (or anyone for that matter) could you post a brief update here. I don't think the replay is available until after 8 pm.. Melissa

To: Trader Dave who wrote (2159)	10/14/1998 5:07:00 PM
From: Amsterdam	Read Replies (1) \| Respond to of 6974

"hey amsterdam, do you really think SAP has what it takes to build a great front office suite?" Over time I think they do. They did acquire "some" domain experience with the purchase of K&V. But I don't see them doing that well outside of their own customer base until 2000+. Given their huge install base they'll have enough front office business to keep them busy for a long time SAP customers are loyal and their recent announcements, even though weak, are enough to make the most loyal customers wait and see. A year from now that number will have grown substantially. Sebl has been use to a high batting average in this growing market and have won their fair share of SAP customers, but by this time next year they'll be losing enough deals to SAP and SAP/FUD that they'll think twice about competing. IMHO