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

To: Wizard who wrote (2216)10/20/1998 6:59:00 PM
From: Trader Dave  Read Replies (1) | Respond to of 6974
 
Well, that will be decent news for my erp shorts.

However, I do think that at some point investors will start to realize that erp/backoffice is a maturing business that saw an artificial boost in its intrinsic growth during the last few years due to the conversion of non-y2k compliant legacy systems.

If the front office folks keep putting up good results and other segments keep performing, people will realize that y2k isn't necessarily the end of the world, just the end of growth for client server back office.

Reminds me of the days when spco, alds, lots, borl, msft and other personal productivity software vendors all had the same valuations.

TD



To: Wizard who wrote (2216)10/20/1998 9:00:00 PM
From: Melissa McAuliffe  Read Replies (1) | Respond to of 6974
 
Well if sebl is a teenager tomorrow I will be buying more. If people aren't smart enough to differentiate between the ERP space and the ERM space then it's their loss. .


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