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

To: Uncle Frank who wrote (4469)	3/1/2001 7:17:07 PM
From: mtnlady	Respond to of 6974

Good for you. Unfortunately I don't hold any puts on SEBL. Just IBM right now. I'll be interested in what the institutions do with SEBL tomorrow. The fly in the ointment for us is that this rally is likely to be short lived. Our time to sell, if you were so inclined, is tomorrow - possibly Monday. We don't have the luxury of lots of time for the market to work through ORCL vs. SEBL. My two cents worth is .. a) ORCL's DB market is aging and slowing. Downturn just made it worse. b) They aren't even close to SEBL in CRM and most of their sales figures are 'stolen' revenue from the DB side. c) They were making headway on getting into the b2b environment with portals and the like but companies don't have a lot of fluff money to try experiments laced with overpriced ORCL consulting help right now. In short.. Oracle is not the gorilla in any tornado. SEBL is. The downturn in the economy made it harder for ORCL to keep up the accounting shell game and they thought now was the most opportune time to tell all. But will folks figure that this is, most likely, not related to SEBL by mid day tomorrow? Who knows. In the long run the truths will be self evident. In the mean time I bought a few more shares for my mom in the AH. Just buying back what I had already sold for her this afternoon.