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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Boplicity who wrote (2708)9/21/2000 9:31:27 AM
From: Jim Willie CB  Read Replies (2) of 65232
 
SEBL vs ORCL will be a real battle

SEBL is now on the edge of a daily stochastic downcycle possibly
we will see
back to the 80's? could be

in the interview the ceo Siebel was supremely confident in taking on Oracle... in fact cited O's failure to compete in certain niches, resulting in O giving away products and modules over the internet via downloads... doesnt sound like Siebel was worried at all... perhaps the giveaways serve as fertile seedbedding

if you are right with 80's soon, then big buying opp in my view

thanks, Jim
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