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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (3944)	9/27/2000 12:52:00 PM
From: mtnlady	Read Replies (3) \| Respond to of 65232

JW Siebel's growth should continue for another 2-3 years as the CRM and e-CRM tornados march on. The CRM market is huge (some say 2-4x the size of the ERP market) with Siebel dominating it as the gorilla. In addition Siebel is starting to leverage their CRM dominance into other markets as well. We should continue to see Siebel double in growth another 1-2x before we see any slowing down in sales. Richly valued right now though but quite a strong following behind Siebel which is keeping the stock up. No problem with meeting earnings either. Siebel has quite a bit 'stashed away' (unrecognized earnings) to prevent any bumps in the road along the way. I tend to load up on Siebel whenever it drops a bit under it's 40 day MA but those 'buying opps' are getting harder and harder to come by. Want another 'good buy'? Look at NT. It's getting creamed along with the rest of the fiber optic sector. NT is going to 'kick some a*' at earnings and show that their market share is getting bigger and bigger every quarter (at LU's expense with CSCO a far off also ran). LU might* warn (stock is getting discounted like it will) and expect sector to get another jolt if they do. Just another NT buying opportunity. Unlike Siebel, NT is a good buy here, but (!) unlike Siebel mo-mo money is not pumping it up right now. Read that to mean an excellent buy but may not jump up until LU's 'bad news' washes through the sector. Last time that took a few weeks and NT was back on track again.