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

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To: Hardly B. Solipsist who wrote (4546)3/6/2001 2:34:28 AM
From: Uncle Frank  Read Replies (2) of 6974
 
>> I'd say that the ORCL announcement is what's "causing" the decline.

I agree 100% that it precipitated the crash, but that doesn't mean it represents a valid reason. It scared out out the uninformed sheeple who never had a clue as to what differentiates sebl from orcl in the first place. Now that they've been fleeced, I hope we can go back to valuing sebl based on it's specific strengths and weaknesses.

>> I'm half-expecting SEBL to do fine this quarter and still have the stock go down...

That sure has been the pattern for the last 11 months. It will change. I'm just not sure when, but I'm prepared to be patient.

uf
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