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

To: Uncle Frank who wrote (4506)	3/4/2001 10:03:22 AM
From: khacha	Read Replies (1) \| Respond to of 6974

In terms of result, it is easy for a customer to postpone a buy for just one month, and then they will be booking the expense already in the next quarter. That would make the customer's earning look better, and Siebel's earning look worse. The vendors who sell big ticket items, and whose sales are concentrated towards the end of the quarter usually are particularly vulnerable to that deferment.

To: Uncle Frank who wrote (4506)	3/5/2001 10:16:09 AM
From: shamsaee	Respond to of 6974

<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.> I believe that is exactly what is happening right now as Mr. market does not believe companies such as Itwo,Sebl,Ntap and their current guidance. The attitude is if Csco,Orcl,Intc can miss the rest are also going to miss. Either way I believe they are at superb value here especially sebl.