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

To: Paul Berliner who wrote (2685)	4/11/1999 5:27:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 6974

There are some similarities to neta but: NETA was delayed in reporting fiscal 1998 (and december q) results. NETA took charges for lots of transactions that were a lot bigger. We've already had the sebl 1998 report. In addition, as any scopus customer will testify, sebl has basically thrown out the scopus code and rebuilt it into sebl 99. NETA itis was made far worse by the obnoxious bill larson bragging about all of his consistent execution and announcing a miss in the march quarter. Neta's business is slowing down. all evidence points to an oasis of growth in the front office. (Similarity: Larson and Tom have similar "styles") P.S. Gotta love how us internetworking, which has ZERO intellectual property and god knows what level of revenues and earnings and is basically a systems integration shop has 1/2 the market cap of sebl. Go ONXS!