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

To: syborg who wrote (3696)	7/29/2000 12:59:47 AM
From: mtnlady	Read Replies (1) \| Respond to of 6974

I too think $135 will hold in here. We might get another dip intra day below that mark Monday but 135 should hold.. for now. When we really get pelted later in August I wouldn't be surprised to see Siebel take a day or two down in the 115 to low 120 level as folks panic. Regardless we will be back up to 150-165 in a month or two and 200, easy, by the end of the year. In my opinion August will be the time to stock up for the next 6 months or longer. A great time to build up your shares. Hey Sy... what do you think about SEBL's split? Will they wait until the fall and the market has settled down?

To: syborg who wrote (3696)	7/29/2000 7:04:33 AM
From: Trader Dave	Read Replies (1) \| Respond to of 6974

I can't argue with an investment in the company, but using margin is suicide, I wish Greenspan would eliminate it entirely, that would dampen the volatility a little. it is impossible to call the short term and if the nasdaq sell off continues, i don't see why sebl would hold $135. I do think SEBL's fundamentals are better than ever, but the valuation is also near all time high levels. Until the lemmings selling off this market realize that yes, the pc is dead, voice communications is a profitless business (both service and equipment) and b2c e-commerce is a ticket to selling at a loss and making it up in volume, but that building out the crm and ecrm backbone is a foundation to new b2b and b2c business process, we're in for ugly times. it may take another few quarters of great execution despite slowing pc growth. TD