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

To: Robert Schwartz who wrote (2735)	4/22/1999 12:58:00 AM
From: Shane M	Read Replies (1) \| Respond to of 6974

All, New to the thread, but was so impressed with the CC that I opened a small position this morning (it would've been a little bigger if I'd have had more cash). To produce results like this while so much of the space is getting killed is enough for me. From a fundamental viewpoint the ratios are a little pricey, but this rate of growth will quickly bring the financial ratios into line. I particularly liked the statement in the CC to the effect of "I think SFA or CRM will eventually be bigger than ERP." Expecting no impact on business due to Y2K, while perhaps optimistic, is a brash statement that I doubt would be taken lightly. Shane