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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (2698)	6/17/1999 12:03:00 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

I just listened to the Greenspan testimony. If he does decide to raise rates, it will be a tentative first step only. At this time there is no real evidence of any intention to have prolonged or intensive rate increases. Bill Siedman (sp?), a very smart guy, was on CNBC and his take was the same.

To: LindyBill who wrote (2698)	6/17/1999 8:37:00 PM
From: Mike Buckley	Respond to of 54805

Lindy, With your Seibel investment, and expertise in this area, I can understand your interest. I dunno about the expertise, but you're right that I do have the interest. I was thinking that such good CRM sales being reported by Oracle could be very bad news for Siebel. If Oracle really did $44 million, it's likely that Siebel had so much more revenue that they'd have to go to the huge expense of a shiny, brand new computer system just to count the money. Not good. :) --Mike Buckley