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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (2918)	7/7/1999 2:52:00 PM
From: Lutz Moeller	Respond to of 6974

Trader Dave, thanks for Your input. It helps! I mostly agree with Your statement: "Generally, I prefer to own the dominant provider in any given segment." Lutz

To: Trader Dave who wrote (2918)	7/7/1999 2:59:00 PM
From: Amsterdam	Read Replies (3) \| Respond to of 6974

<<I do not see any of the evidence of market maturity that Amsterdam is claiming.>> Really neither do I, it's just in degrees of growth, and it's nice to see the middle market getting in the game. Lest I seem at odds with TD, I would say that you and I are probably in 90% agreement. I guess since Shege is gone I'm filling in as the gadfly (no offense Shege). The thing about Sebl is that it's cranked so tight any hangnail seems to get amplified.....more so than Clfy which just seems more under control. Example A: Yesterday we get a no-name analyst that picks Vntv as a strong buy right before they tank (again), he picks Sebl as a sell.....which should have been a buy signal considering his track record.....and the next thing ya know Sebl is down $6. What would happen if a more credible analyst downgraded it to, let's say a hold from a buy, or buy from strong buy? Geronimo...