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

To: Steve Hufnagle who wrote (2513)	1/30/1999 10:09:00 PM
From: mauser96	Read Replies (2) \| Respond to of 6974

Just listened to the conference call. It's one of the most optimistic and buillish CC that I have ever heard. Demand for their products is accelerating , and the word "revolutionary" was used to describe their web based new Siebel 99 suite. Patricia House's interview on CNBC went well , and may have been mainly responsible for the price pop, because even though earnings were out the price wasn't up much prior to the interview. Given another 6 to 12 months of success and consolidation of it's lead and Seible will probably have accomplished that all important jump that gives a software company many years of profit-establishing itself as The Standard.They are concentrating on capturing market share at the expense of some short term profits. IMHO, this is a wise strategy. So far the company isn't generating a huge investor interest as evidenced by this relatively dull thread.