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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Mike Buckley who wrote (4504)3/4/2001 12:44:23 AM
From: Shane M  Read Replies (1) of 6974
 
All,

I'm in no hurry, but wanted to post that I'm seriously considering adding to my SEBL position and to software portion of my portfolio overall.

Again, not in a hurry because I'd be surprised to see a quick reversal of the current trend - although the 98 tech bear hit bottom and bounced back up very quickly. We're not shooting fish in a barrel like in '98 (yet), but we're coming back to the "below average" range in PS ratios for many of these type companies.

Shane
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