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Technology Stocks : Long Term Investors' Outpost

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To: Uncle Frank who wrote (87)	7/10/2002 3:29:45 PM
From: alburk	Read Replies (1) of 562

UF Do you have any thoughts about an entry point for SEBL. I have somewhat arbitrarily targeted 9.20, simply 20 times TTM earnings. I sold August 10 puts at the low a few days back. Would result in 9.30 entry. Lots of negative press on software and SEBL specifically (downgrades). The lowest estimates I've seen were .34--'02, and .37--'03 and .06 for Q2. That Q2 number would spell trouble for the stock. Translation: I am second guessing my strategy. That analyst put an 8 downside on the stock. Did Tom Siebel put any guidance out for Q2. I can't imagine that he wouldn't warn if 2Q earnings are anywhere close to .06. Not sure SEBL ever traded at 20 times TTM earnings. Certainly seems to be a good longterm risk/reward at that level. Andy

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