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Technology Stocks : Siebel Systems (SEBL) - strong buy?

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To: Boplicity who wrote (3963)9/29/2000 12:28:37 AM
From: Mike Buckley  Read Replies (1) of 6974
 
Greg,

I am now hearing the old guys that have been in SEBL for sometime wondering about it now.

It's not fair to talk about Frank that way while he's away from his computer and can't defend his age. :) Seriously, what's to wonder? The stock by virtually any measure is very high-priced. Yet the company has opportunity that in my opinion exceeds any other software applications business. And management's track record shows an uncanny ability to leverage those opportunities to the max.

In summary, this old guy isn't wondering about anything. I wouldn't sell a share of my Siebel stock now but I certainly understand why some people might be considering it. Yet considering how fast the price has been rising, apparently there's more money currently on the buy side than the sell side.

--Mike Buckley
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