Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Teflon who wrote (3519)	7/7/1999 5:52:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Teflon, I posted my thoughts on Ben Rose's downgrade of Siebel in that folder. Check it out for the few details I covered. Relative to the valuation, I don't have a huge problem with his downgrade. The real problem I have is that he's likely to downgrade it one day and upgrade it six months later. That's just not my investment style, to waffle back and forth. I thought some of his reasons were pretty weak, but in light of the valuation they might be a little stronger. Siebel did a lot better in the market today than I thought it would. Yesterday we saw NEON report slower sales. Anytime an EAI maker says business is slow gives us reason to wonder if the front office business is also a little slow. We also saw Vantive report another terrible quarter, this one with no increase in revenue, giving us the feeling that indeed business might be slow. And then Ben Rose downgraded Siebel. In light of all that in one day, I'll take the loss today with a smile. Your thoughts? --Mike Buckley