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

To: Melissa McAuliffe who wrote (2340)	10/29/1998 2:42:00 PM
From: treetopflier	Respond to of 6974

OK let me say it in plain english again. I believe SEBL will underperform expectations next year. I didn't say they wouldn't continue to grow next year. Now there is a way around this for them. They can buy another sluggo app company like Scopus and take the R&D writeoff in 1999 to mask their shortfall.

To: Melissa McAuliffe who wrote (2340)	10/29/1998 3:56:00 PM
From: treetopflier	Read Replies (1) \| Respond to of 6974

RE: straws... Never use 'em with Chardonnay. Although Michelle might with that cheap red Chardonnay she likes. So no, I'm not grasping for a straw.

To: Melissa McAuliffe who wrote (2340)	10/30/1998 2:18:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 6974

As much as I disagree with ttf to the extent that I look forward to my Beringer Chardonnay, I wouldn't characterize his thinking as digging in his heels, refusing to admit defeat or grasping at straws. I've immensely enjoyed the dialgoue going on in the folder in the last few weeks. It's been highly informative and entertaining, the best stuff I've seen about front-office applications. When I think of the discussion in terms of "Gorilla Game" terms, I hear Melissa and others saying that front-office product is being adopted at a faster and faster rate, and that the tornado might be forming. I hear ttf saying that there are external factors preventing adoption of the product at such a rapid rate. Geof Moore, co-author of the book, has gone on record that though he thinks the front office space is growing fast enough that it won't be co-opted, he isn't yet convinced of that. Time will tell, and there seems to be enough evidence out that it's not a slam dunk for either Melissa or ttf. Again, thanks for the great conversation. It will no doubt be even more enjoyable when I'm under the influence of my Chardonnay. --Mike Buckley