Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Mike Buckley who wrote (4178)	12/19/2000 4:07:47 PM
From: Allegoria	Read Replies (1) of 6974

Mike, since we are not on the G&K thread let me say that IMO SEBL is living proof of the reason LTB&H is good for some of the people some of the time but not all the people all the time. I appreciate that you disagree but you have repeatedly made your point about LTB&H and to date I just don't think it is supportable. All IMO Mike. You go through great hoops and barrels on what stocks to buy in what sectors and what technology (which is extraordinarily difficult in itself!) but you don't acknowledge the same justifications on placing investments on macro trends within the huge world/US economy. Notice I mentioned macro trends…please do not confuse this as a poster did on the NTAP thread and relate it to "trading", however YOU define that term. Macro trends - what are these things anyway? It goes along with the old aphorisms of not "fighting the Fed" and "the trend is your friend" and bla bla bla. Both as true today as ever! Anyway, as of today I do not totally agree with LTB&H logic. It is a great option for those without the time or resources to analyze and make decisions about the macro trends in economies, but is appears to be a rather 'blind' option for those that do. All JIMO. I just checked and your note about SEBL top line growth including international sales seems correct. I might note that due to this emphasis on international, SEBL immediately incurs investors worries about international currency trades, i.e. strong dollar, overseas economies, hedging and the like. Does anyone know if in the history of SEBL earnings they ever noted/acknowledged their hedging strategy in previous quarters? Will they be caught with their pants down as many other big companies have in the past? I am long once again on SEBL - 64 1/16. Good luck all, Eric

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