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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Stephen M. DeMoss who wrote (4618)3/11/2001 11:45:11 AM
From: Boplicity  Read Replies (1) of 6974
 
That's a good list, I would add QCOM to that list plus CIEN and maybe VRTS. I don't think SUNW will be turning it around anytime soon. SUNW is going to end up me too, as the PC sector erodes it's uniqueness.

Everyone has been and continues to crow about storage needs, but will the establish players be able to fight off the attack of the PC sector that is searching hard for ways to expand a model that has stalled? So far we have not seen too much evidence of such. But as the IT spending becomes more discretionary, and companies pin supplies against supplier, bid fighting will become more prevalent. We saw a little of slowing economy being factor in sector with Hitachi winning some contracts over EMC, so I'm sure it's has gotten brutal in the bids, as everyone goes after a shrinking pie. That's said, I was impressed with NTAP's management comment about how strong they feel about their model and how they felt the only thing that could stop them would be the economy. So in regard to NTAP and the slowing economy. Will NTAP be able to remove the dot.com weight? Will NTAP be able to win in the enterprise without reducing margins? Will they lose bids now that will hurt them down the road as the economy recovers when a competitor has establish itself in shop that would of gone to NTAP before? Only time will answer the above questions.

Greg
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