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

To: Big Sky who wrote (2809)5/25/1999 9:54:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 6974
 
Heard from a Big 5 today that IBM is making a play to buy SEBL.

Why would IBM form Centerpoint, a wholly-owned subsidiary with an independent board built around its acquisition of Software Artistry, only to months later attempt to buy Siebel? And do you really think Thomas Siebel would want to be controlled by Lou Gestner or anyone?

If that's a rumor flying around, my guess is that it's propogated by people wanting to artificially move the stock price.

--Mike Buckley



To: Big Sky who wrote (2809)5/26/1999 3:24:00 PM
From: Lee L.  Read Replies (1) | Respond to of 6974
 
I think that IBM would by Vantive if they bought anyone. I can't see Tom Siebel selling to anyone.



To: Big Sky who wrote (2809)5/26/1999 8:34:00 PM
From: Jim Flynn  Respond to of 6974
 
Not likely unless Tom really wants to stick it to Oracle. This is not like the Lotus deal where MSOFT had emerged as a Lotus killer. IBM is willing to make a big investment but is probably very pleased with the SEBL/DB2 linkup. SEBL leads the industry and has no need to sell at any price near here....

JIm


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