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


To: treetopflier who wrote (2293)10/27/1998 3:35:00 PM
From: Trader Dave  Read Replies (1) | Respond to of 6974
 
Well, I gotta say, the few application companies in my portfolio have asp's well below the $500k mark. In addition, they typically have extremely rapid implementation and ROI. That's why even though supply chain is mentioned as a priority, I'm steering clear, I hate huge lumpy deals.

I just think SEBL is less of a target than you think. But, I can't comment with confidence about performance relative to expectations on SEBL specifically.

td