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


To: Lee L. who wrote (4349)1/31/2001 7:32:01 PM
From: Ibexx  Read Replies (3) | Respond to of 6974
 
Two factors came to mind re. SEBL's short-term weakness:

1. February MaxPain now centers around $65-70. I had commented on this previously about a week ago.

2. MSFT reiterated its strong intention to compete in the CRM space.

3. Macroeconomic uncertainties surrounding Q1/Q2.

And valuation - still pretty high.

Ibexx