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Technology Stocks : Siebel Systems (SEBL) - strong buy?

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To: Fitz who wrote (2545)2/3/1999 8:51:00 PM
From: Kevin Rose  Read Replies (2) of 6974
 
Hi Fitz:

Remember, for every Larry, there are 1000 Moes and Curlys. Which Stooge Tom is remains to be seen.

I don't know where I heard it, but I agree with "If and when Tom & co hit the wall, there won't be any skid marks". Plan accordingly, and be prepared to get out before the bus goes completely off the cliff.

Is The Tom really one of the billion boys? I saw him at 14.6 mil shares * $40 = $584 mil, having just sold 400,000 shares. Maybe he still has a lot of unexercised options. Close enough, though. Heck, I think he could now afford to spend $27,000,001 on his backyard.

As far as sticking with him long term, go for it. You probably are aware of the risks. Many agree with you. I hope they are also aware of the risk/reward scenerio. As for me, I am still:

Caveat Siebelius
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