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

To: Amsterdam who wrote (2257)	10/24/1998 10:22:00 PM
From: Lizzie Tudor	Respond to of 6974

Do the math on what happens when a software company's win rate on big deals drops from 70% to 50% at the same time the economy slows and IT spending get's squeezed. Fair enough but remember we're 50% off the high in Siebel and the company has not disappointed in any way.

To: Amsterdam who wrote (2257)	10/24/1998 11:19:00 PM
From: Melissa McAuliffe	Respond to of 6974

,Just because a person has so far had only positive things to say about a company doesn't mean that person is in love with the stock or the company. So far, I haven't found the negatives. Sorry. However, when I do I'll be the first to mention them here. All this IT spending slowing down, the economy slowing down, etc are external issues and will impact many companies, not just sebl. So , if one were to choose to be invested at all in this sector at all, what company do you feel is a better alternative given that they will be facing the same external issues as SEBL?