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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: johndelvecchio who wrote (32533)	9/28/2000 6:05:16 PM
From: mtnlady	Read Replies (1) of 54805

Well John I'm still holding my Siebel too (at least in two of my accounts). My price target didn't hit. I'm going to run my moving average charts and see how far ahead Siebel is of it's 40 day MA. If it has hit my 'normal' Siebel sell target then I will sell a bit. My guess is that it still has 5-10 points to go (my sell target) and it would have to do it very soon. If it doesn't.. no prob.. I just hang on. Wonderful LT investment. By the way.. excellent point about the unknown/untapped CRM-wireless market. I had always 'brushed' that market aside as just another feature for the field service app but I am beginning to see the light now about this huge untapped area. Loads of ideas come to mind! Couple that with the federal government sector (why I bought my last big chunk of Siebel), e-CRM (why I bought the chunk before that) and of course 'traditional' CRM being a wonderful "cash cow" and you have a gorilla rapidly moving into new market niches. And maybe soon.. in a whole new market direction than CRM (my money is on more ties between ITWO and SEBL or something along those lines).

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