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

To: Wizard who wrote (2815)	5/27/1999 1:15:00 PM
From: eRM Solutions	Respond to of 6974

SLGX is going public very soon, I just received the prospectus. FWIW, I think any company trying to compete with Siebel will struggle. Regards John

To: Wizard who wrote (2815)	6/1/1999 10:04:00 AM
From: Trader Dave	Read Replies (1) \| Respond to of 6974

hey wizard, Haven't looked at ACT II (Saleslogix) for a long time. Calling themselves the great plains of front office? Is that a compliment? I'm not sure how long gpsi can execute well, but that is another story. Key question on sales logix: what is their channel? I don't really have an interest in mid range enterprise software companies, usually their business models can't scale that well. i also don't think that Sales logix has a VAR channel nearly as deep and committed as GPSI's. perhaps sales logix is as much of a likely train wreck as ONXS. How much work do you want me to do on it? To add some stuff to other comments on the thread: I sincerely doubt IBM can buy SEBL, because i doubt Tom considers the company for sale. Perhaps IBM could buy VNTV, but I imagine there's a backlash forming at the company with the execution failures at their corepointless division. td