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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (4371)7/29/1999 11:41:00 PM
From: Percival 917   of 54805
 
To Mike Buckley, RE: DownSouth gave a great response..Siebel. I'd like to add my thoughts.

Thanks for your response. I had the same problems last night.

I was looking at the independent EAI companies as a complement play with Siebel until NEON tanked. Now I will watch them awhile longer. I need to look closer at CrossWorlds perhaps.

I may use the GG method on Siebel and Clarify and do the basket thing, but a bit more weighted to Siebel
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