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Strategies & Market Trends : The New Economy and its Winners

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To: Wizard who wrote (9853)	12/1/2001 6:27:17 PM
From: techanalyst1	Read Replies (1) of 57684

If you ask me, talking out of both sides of his mouth, is nothing new for Tom Seibel. He's gone from nasdaq will be 10,000 to "they should shut down the entire stock market". He's pooh poohed losing market share to anyone to now saying that no one can maintain more than a 50% market share longer term. He's gone from global recession and massive carnage to feeling fine. If sebl now has a 75% market share and he sees them keeping 50% what does that say about deal closures? Someone is eating into their market. Thank goodness it's not also a pie that's getting smaller. He thinks that THE low in IT spending is this quarter (no, he sounded down right confident, but so he did in July when he thought estimates were fine), but Amnon Landon wouldn't go that far. And, actually, maybe we shouldn't be so certain ourselves. This quarter typically is the strongest for most tech companies and until we see what orders we get starting in January, we won't actually know for sure and we won't know how much of a rebound we get. I'm not saying this quarter isn't the low, as I kind of think that it is, but I'm not listening to Tom any more. He and Larry remind me of Bill Larson and Gordon Eubanks a few years back and they each negatively impacted their own companies with their constant attempts to outdo each other. I'm gonna stick to merq. The ceo doesn't blast from one extreme to the other. I would really like to see Tom and Larry in person together though. I bet that would be a real sight to see. TA

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