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

To: shamsaee who wrote (4505)3/3/2001 11:09:43 AM
From: Uncle Frank  Read Replies (2) | Respond to of 6974
 
>> I Guarantee should sebl be able to meet estimates this coming quarter and confirm that they are on target for this year, it will be back in the 70s quite quickly.

Sham, that's an assumption that could prove fatal. Remember the "rising tide lifts all boats" lesson. If Mr. Market decides the software sector is weak, the contraction in valuations will be applied with a broad brush, and a good earnings report will be looked at with suspicion rather than appreciation. In fact, this has already happened to sebl and ntap.

uf



To: shamsaee who wrote (4505)3/3/2001 6:42:34 PM
From: Boplicity  Respond to of 6974
 
shams, I think that is sound thinking on your part up to back to 70 quickly. I just can't see any high visible stock moving 100% counter to the prevailing trend.

Greg


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