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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Amsterdam who wrote (2920)7/7/1999 3:07:00 PM
From: Trader Dave  Read Replies (2) of 6974
 
it's not rose, who has no credibility whatsoever. SEBL is expensive and is cranked tight due to management concerns.

heck, on the vntv and neon blow up, they're taking a lot of high flyers down. i object to your giving rose so much credit.

actually, he made the right kinds of accusations: accounting tricks, increasing dso's, cash flow, etc etc. those are the things to spook people with howard as the cfo.

Name for me a software company growing around 100% annually that throws off cash every quarter?

I think that the company will have a few surprises in store for ben and the shorts when they report.

I wish clarify would go down some more, i can't believe it's hanging in there so well in such a rotten software market. low volume though, no one's paying attention.

TD

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