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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Trader Dave who wrote (2889)7/6/1999 3:17:00 PM
From: mauser96  Read Replies (1) of 6974
 
Duh...
point #1) Cannibalization in a tech company is good not bad. If you don't try to make your product obsolete somebody else will.
point #2)Already covered in another post
point #3)I'm so bored with hearing how the Internet changes everything. Analysts mention it with every post because they think it makes them look up to date and cool. Well it probably will change everything in the long run, but we will have plenty of time to make money before then. The present www is to slow and unreliable for critical apps, and it's not getting any better. (More popular,yes- better or faster,no.)
point #4) I'm glad they went outside, following the old rule that the smartest people always work somewhere else. Incestuous relationships are not good even inside a corporation <gg>>
point #5) I'm less sure on this one. If options were counted correctly, most software companies wouldn't be earning money. However it doesn't do an investor much good to value tech companies in a radically different way than the market, unless he has compelling evidence that the mountain is going to come to him. In the real world it's more likely you will have to go to the mountain.
Of course it may turn out that he is right, but it sure won't be on the basis of his deductive powers. Also keep in mind that analysts have lots of responsibilities to differing clients. People like us who read these reports for free get them last and aren't part of the analysts province...
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