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To: Sonny Blue who wrote (51894)	4/20/1999 6:14:00 PM
From: Bill Harmond	Read Replies (3) \| Respond to of 164684

''It's war out there,'' Siebel said on a conference call with analysts after the results were released. ''We don't see any of that here. Business is good and we're pleased to announce a strong quarter.'' dailynews.yahoo.com

To: Sonny Blue who wrote (51894)	4/20/1999 6:17:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

I think sebl will go up 3-6 points, with continued upside for the next few weeks topping out in the high 40s again. It will break through its old highs later this year when y2k seems like its in the rearview mirror, thats my prediction anyway. I don't know how the msft numbers will be interpreted however and thats going to affect everybody. Those sebl numbers are really important to the overall market and I'm not sure people realize it... it reiterates my feeling that the key problem in software is saturation and not y2k. Y2k is a problem sure but it is not the primary problem. Notice the psft and rmdy numbers (yuck).