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

To: muckraker71 who wrote (4723)	4/3/2001 4:07:01 PM
From: mtnlady	Read Replies (1) \| Respond to of 6974

"what will guidance look like?" Yes - I agree 100%. SEBL 'should be' past the warning stage (I've seen companies do it though..) but their guidance is a different matter. This is the 'darkest' of the 'dark' period I think. When the economy is still going downhill you don't know how far down it will go. If we've bottomed or starting to come back up it's a different matter. "Personally, I have never seen conditions (both in the real economy as well as the markets) deteriorate so rapidly." Highlights the importance of software applications who can gauge, and then translate, real-time customer demand into instantaneous forward projects so companies can quickly act. Mark my words though.. as fast as we went into this thing we will come out of it as fast. I don't know 'when' that will be but with all the JIT and real-time software apps out there peering into the customers pockets and forecasts when we turn this thing around it will be like someone just turned on the light in a very dark room. We will 'wake up' and the market will be booming. Reminds me of what my friends in Colorado call our traffic jams here in the bay area. They refer to them as 'mystery spots'. Your travelling along at 60+ mph and hit a wall of cars totally stopped. You look and look but never can find the accident or road work. Then, all of a sudden the traffic is moving again at 60+ mph and for the life of you you never did find out why everyone was stopped. It was gone as quickly as it came. Unlike the traffic we know many of the reasons for our 'stoppage' right now.. but the analogy remains. I believe it will 'speed up' again, at some point, as quickly as it had stopped.