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

To: still learning who wrote (2303)	10/27/1998 5:39:00 PM
From: David R. Doerr	Read Replies (1) \| Respond to of 6974

sffaonline.com

To: still learning who wrote (2303)	10/27/1998 5:42:00 PM
From: Trader Dave	Respond to of 6974

Things may also change next year when a massive implementation project gets in the way of a y2k compliance audit. Wait until the entire board of directors has to sign off on some continuing operations contingency clause in the financial disclosure statements next year. Imagine if the CIO says, "Well, this project might put us at risk for y2k compliance, so how's the D&O liability insurance looking?" I wouldn't say TTF's comments are invalid, but, it might not be as extreme as he's saying. To be safe, in enterprise apps, I'm looking for very low asp's, rapid implementation (under 3 months) rapid payoff and the ability for the project to come out of departmental budgets. TD

To: still learning who wrote (2303)	10/27/1998 9:38:00 PM
From: eRM Solutions	Read Replies (2) \| Respond to of 6974

Still Learning, I don't dismiss the ROI of a CIO, BUT the decision to purchase Siebel is not and never will be the decision of the CIO. I have been around this market long enough to know that. Companies are looking for competitive advantage and will do whatever it takes to gain that. TTF is a x-CIO and you can tell that from his/her posts. But the pressure to meet ones expectations(#'s) have nothing to do with the CIO. You either meet your goals or you die, when you realize this you will understand that upper level management will do whatever it takes to achieve those goals. John