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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 686.10

-0.5%

Feb 4 4:00 PM EST

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To: t2 who wrote (75396)	4/18/2001 7:11:37 PM
From: Robert New	Read Replies (3) of 99985

Hello New Vision...I just got off the SEBL conference call and Tom Siebel reiterated what he has been saying for the past quarter or so. He indicates that his company will come out of this stronger than ever and even stated that he forsee's 60 of 80 of their competitors going under before this recession is over. My assumption was that he was referring to many of the b2b companies. He said he expects the next GDP figure to be negative as they deal with a broad range of business. As such he said they continue to take away market share so we shall see. He also said that he forsee's this spilling over to Europe and says they will not be immune. Overall I'd say it was a very balanced report in light of his recent statements. I like the fact that Barton Biggs is bearish. He is a good contrary indicator in my opinion. He was bearish for much of 98 and 99. I do expect that we will see some pause fairly soon given our sharp runup. Will continue to watch the volume and act accordingly....

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