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

To: Jim Flynn who wrote (2645)	3/31/1999 6:55:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 6974

Utter nonsense. (no offense meant) The erp/backoffice business is a mature business. Y2k is an excuse. It actually created an artificial stimulus and brought forward the erp cycle and generated artificially high growth rates for psft/sap/baanf/jdec/orcl etc. That game is now over. CRM is in the early innings and is likely a larger market. Now that companies are finishing their y2k remediation, crm benefits from the y2k peace dividend. You'll see when the results are reported. td

To: Jim Flynn who wrote (2645)	4/1/1999 5:50:00 AM
From: Mr Logic	Read Replies (1) \| Respond to of 6974

PSFT effect: I think there are two sides to a negative effect. 1. Big IT spend slowdown has affected a number of ERP players, hitting the weaker ones first (e.g. SSAX - BAANF - PSFT - next SAP). SEBL is not immune from unwillingness to spend either. 2. Because of the ERP slowdown the big ERP vendors - who between them have most Fortune companies as customers - will be going for CRM with a vengeance to try and make the money wherever they can to shore up revenues and earnings. So it gets tougher for SEBL. Just my $0.02.