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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Peter W who wrote (3506)	11/12/1998 9:36:00 AM
From: Trader Dave	Respond to of 4509

I'm sure that Tom siebel will willingly hitch his rising star to a boat anchor. PSFT buy Siebel? 100 to one odds it doesn't happen.

To: Peter W who wrote (3506)	11/12/1998 10:03:00 AM
From: Tom Smith	Respond to of 4509

1) psft to merge with jdec Won't happen in a million years. Makes no sense from PSFT perspective since they would gain nothing from JDEC. 2) psft to merge with EDS Would only happen if EDS launched a hostile takeover. Again PSFT gains nothing from this. They already have a healthy, growing, successful service capability. 3) psft to acquire both Siebel and manu Siebel acquisition makes sense if the price is right, but don't hold your breath. MANU is a non-starter since PSFT already has an SCM component with Red Pepper. These rumors are ridiculous. Why would any PSFT "senior executive" talk about corporate strategy to anyone in the press "under condition of anonymity"? Sounds to me like the author has read one too many Tom Clancy novels. Tom