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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Mike Buckley who wrote (2589)2/24/1999 11:45:00 PM
From: Bob Duncan  Read Replies (1) of 6974
 
Mike, I will be honest with you I have always thought SEBL was well run and I always have had a sick feeling whenever I had puts on them or went short(even when I was up on the trade) I feel like this company is a classic example of what sales and marketing can do for a company, and frankly why it is good to be long a company that is run by someone that is from the sales area.

Everything about this company is marketed perfectly. The only neg. I hear about SEBL is that it is too expensive PE wise (a classic way to lose money on a short, believe me I know from experience) and that some of the ads they used to run where all you saw was Tom's face (well, nose really) and him saying "100% satisfied, 100% successful" were a little vague.

Nevertheless, I like the fact that they set the street up for earnings well and do not miss. This is more than can be said for Vantive, which leaked information (in my opinion) which lead to its drop from about 40 down to the teens, and then reported bad earnings so that those not in the know could get slaughtered. (Hence the drop to 5 last October for VNTV) I will never invest in VNTV again because of this, as their management team has proven they cannot be trusted. (I only lost a slight bit on Vantive, unlike many people)
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