Internet Guru Discussion Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Internet Guru Discussion

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: steve harmon - analyst who wrote (3174)	11/28/1999 9:19:00 PM
From: Jose Matos	Read Replies (1) of 4337

Steve, what's your opinion of Seibel Systems (SEBL)? They've had one heck of a run for the last 2 years and so far appear to be on track for another 6 months or more of similar returns. The company continues to make great acquisitions, and strategic deals with companies like IBM, Ariba,Broadvision, Intraware and others. At current valuation levels (13.5B) it's not cheap, but in this market, it doesn't seem that unreasonable given the market caps of other companies in the internet space with much weaker fundamentals. My basic question is: For someone with moderate risk tolerance (25% downside is ok) and a 6 month time horizon (longer if it drops significantly) , would you put $8000 on SEBL? If not, can you recommend your top 4 favorites that fall into this category? PS. I currently hold AOL (since $60 split adj) and realize that your opinions are your own and wouldn't buy any company without doing my own DD. But your opinion is valuable. Thanks in advance. Jose Matos.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next