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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (9060)10/28/1999 8:47:00 AM
From: Bruce Brown   of 54805
 
Mike,

Fool on over to the SEBL board at TMF and view the discussion on 'fair value' for Siebel shares in terms of their growth rate. Whether a 30 percent tank is in anyone's crystal ball is not clear. As Sand Wedge says - "this is getting fun".

However, your caution is welcome on the market cap. In the gorilla tribe of the various software arenas, wouldn't a smaller market cap of stocks like SEBL and ITWO tend to fit the mold of their niche specialities? Perhaps, now that SEBL has caught up to its value as the leader (whether or not one believes in the current valuation), one could only expect a growth rate of 15 percent going forward. The odd nut in that formula is what this transition to the Internet is going to do for them and how they might be able to leverage their nine product lines into other people's territory. I wouldn't dare rule out that the game is not over, but Siebel is scoring quite well and is in the groove.

BB
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