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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (54549)	8/20/2002 3:12:45 PM
From: Dealer	Read Replies (1) of 65232

SEBL--Siebel Systems (SEBL) 9.38 -0.03: Shares have been under pressure since March high of $36.64 (-74%), yielding intriguing investment opportunity, according to Thomas Weisel who upgrades to ATTRACTIVE from Mkt Perform. Co. currently trading substantially below other software leaders SAP, MSFT, ORCL and VRTS. Despite Q202 shortfall ($0.06 vs. consensus of $0.09 on 7/17), firm views attractively-valued stock as bellwether in enterprise applications space, with broadest CRM product footprint, large installed base, best-in-class sales force and great brand recognition; risks include: 1) increasing competition in CRM mkts; 2) languishing IT spending; 3) lack of near-term catalyst, but views current valuation as opportunity to build position, suggests to buy on dips; thinks closing price of $7.60 on 8/12 is floor.

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