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

To: Lee L. who wrote (2664)	4/8/1999 9:22:00 AM
From: Trader Dave	Read Replies (1) \| Respond to of 6974

I think vantive got through the quarter, but i'm hearing strange things out there. The comparisons don't get easy until june. but i also think Vantive is coming off of a strategic mistake, trying to out sfa sebl. It takes time to correct those mistakes, perhaps as much as 18 months. But, the market is growing, and i see evidence that folks like SAP are stumbling in their front office efforts. Vantive could also be a reasonable takeover candidate. i would prefer to wait a little while.