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Strategies & Market Trends : Sharck Soup

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To: Teri Garner who wrote (31094)	7/16/2001 2:10:47 PM
From: Goodale	of 37746

Seems like MSDW changed their mind a bit since Friday, maybe in fairness they should have added their negative spin then. Just an oversight or perhaps they have an agenda? Siebel Systems (SEBL) 44.74: Sources at Morgan Stanley telling Briefing.com that the firm made positive comments on SEBL this morning; thinks SEBL will not pre-announce.... Seperately we are hearing that SEBL won a $50 mln contract with a UK telecom company, but turned down a deal with Verizon (VZ) due to unacceptable pricing, which is being interpreted as a sign that the company is still strong enough to resist pricing pressure. We have not confirmed this

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