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

To: Trader Dave who wrote (3962)	9/28/2000 11:25:51 PM
From: Boplicity	Read Replies (2) \| Respond to of 6974

You right about that trader Dave, the market is getting narrower by the day, so money is being concentrated. Bubbles are being created in sectors and sub sectors, and one by one they have been popped. As far as valuation for SEBL, I am now hearing the old guys that have been in SEBL for sometime wondering about it now. Greg

To: Trader Dave who wrote (3962)	9/29/2000 4:51:51 AM
From: muckraker71	Read Replies (1) \| Respond to of 6974

Price-to-sales for 2001 revs is only 750 - don't you remember, it split! I plan for valuation compression in my spreadsheets, but now I am having to adjust the actuals up from my estimates. I HATE relative valuations. Well, at least SEBL isn't like one of my other holdings, TYC. I started buying in January after they announced the TCM spinoff, and I kept buying through the 30s and 40s. Right now, it's in the low 50s. Actually, I know this is off topic, but TD, as a Wall Street-type, do you follow TYC? If so, do you have any idea why TYC isn't in up in the 60s? It should do about 2.70 next year, growing at about 25%+. Maybe hop over to the TYC board?