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


To: Lee L. who wrote (4722)4/3/2001 3:39:58 PM
From: muckraker71  Read Replies (1) | Respond to of 6974
 
Lee, I agree. Everybody and their mother warned yesterday. I'd be surprised if Siebel warned at this stage. And, as each day passes, a warning becomes less and less likely.

The $64,000,000,000 question, of course, is what will guidance look like? I think all the recession talk from Tom is his way of guiding analysts lower. Personally, I have never seen conditions (both in the real economy as well as the markets) deteriorate so rapidly.



To: Lee L. who wrote (4722)4/3/2001 8:06:53 PM
From: Shane M  Respond to of 6974
 
Several software stocks seem to be excellent buys right now. Over the next two years, this is my "can't miss" list. Any thoughts? Additions? Deletions?

I've added MANU back to my list. Back from the dead w/ an excellent quarter in this environment.

Shane