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

To: Trader Dave who wrote (4345)	1/27/2001 12:14:32 PM
From: Shane M	Respond to of 6974

TD, Dycom stock got slammed on Friday also on lower than expected revenues. They're a telecom infrastructure builder. All the signs were there but I felt a bottom was reached, especially after some positive Nortel comments a while back. I've come full circle on this one, now am back at a loss on the stock. Do you follow companies like Power One or International Rectifier? Their powerchip business seems to be humming along fine and telecom sector is a major customer. Sortof some contrary signals at the moment. Shane

To: Trader Dave who wrote (4345)	1/31/2001 10:11:15 AM
From: Lee L.	Read Replies (1) \| Respond to of 6974

A balanced article on SEBL -- great company, risks associated with very high valuation -- did you write this TD? :-) www2.marketwatch.com

To: Trader Dave who wrote (4345)	2/26/2001 6:10:27 PM
From: Shege Dambanza	Read Replies (2) \| Respond to of 6974

For the reading pleasure of the old-timers on this thread. For the new people: many moons ago someone was asserting Moss would surpass Siebel in SFA. E.piphany To Buy Moss Software, Radnet Tech E.piphany, Inc. announced that it has signed a definitive agreement to acquire Moss Software, Inc. and has also purchased the intellectual property assets of Radnet, Inc. These transactions add strategic intellectual property and engineering resources to E.piphany and complement its current product development plans. Under the terms of the definitive agreements, E.piphany will issue an aggregate of up to 1.9 million shares of common stock, subject to purchase price adjustments, in the acquisition of Moss Software and of the intellectual property assets of Radnet. The domain expertise and patent-pending technology assets acquired through Moss Software and Radnet complement E.piphany's current product development plans, which include the roll-out of a robust J2EE architecture, inter-enterprise collaboration capabilities and intelligent sales applications with full support for connected, mobile and wireless users. More details: mosssoftware.com