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To: Boplicity who wrote (12798)	4/19/2001 2:51:40 PM
From: freeus	Respond to of 13572

Ah yes.... I will wait on new buys and may even sell some that have gains, expecting them to pull back some. This has been fun though and when we get a long term bull market again, I can see how enjoyable it will be! Freeus

To: Boplicity who wrote (12798)	4/19/2001 4:16:02 PM
From: Sully-	Read Replies (1) \| Respond to of 13572

I hope you are right Greg. I have everything in both of my accounts covered as of COB today. Option premiums were just too good to pass up..... albeit, I will likely get called out on some shares tomorrow.... at a nice profit ;-) If I do get called out, I'll wait for a pull back before re-entering again..... and I'll look to cover soon thereafter. I might not squeeze out every last penny doing that, but it beats the heck out of bleeding red. Ö¿Ö

To: Boplicity who wrote (12798)	4/19/2001 4:38:21 PM
From: Sully-	Read Replies (2) \| Respond to of 13572

Yo BO! You be famous dude! A cyber-survey on Siebel Systems Investors cheer, bash, nudge, whine, etc. across the Web By Shawn Langlois, CBS.MarketWatch.com Last Update: 4:05 PM ET Apr 19, 2001 SAN FRANCISCO (CBS.MW) -- This time last year, an $11 surge in shares of Siebel Systems might have been met with a resounding -- "That's nice, but howzabout a split." Obviously, I don't need to tell you that the climate has changed a tad. In fact, until the past week's stock market installment of "tech bubble revisited," the chances of whipping up any sort of bullish fervor over a software company were laughable at best. But leave it to Tom Siebel to puff his chest, blow on that magic flute, and bring his legions of devout followers back to the long-lost buying table. See full story. Yes, on the heels of a stellar earnings report and a confident, yet cautious, conference call, message board denizens, once again, proved their resilience resides a mere stock pop away. Take these lofty words from Silicon Investor's Ibexx: "SEBL, along with Juniper, Ciena, Qualcomm (QCOM: news, msgs, alerts) , and Corning are now my top holdings. The market debacle in Q1 gave me an opportunity to re-align my portfolio toward the future. As the old saying goes: 'The deck is reshuffled after each major correction.' How true -- I expect that we shall have new definitions for NAZ's three horsemen." It's so simple -- you gotta have it, according to Boplicity: "SEBL is going to be viewed, along with select areas of the software sector, as must haves. I believe the hardware area, other than DELL, will remain difficult area for sometime. If you are watching, the market is going through a rolling recovery, with computer companies leading, the last will be telecom sector." For every pro there's a con, and where better to take a look at the dark side of things than on Yahoo's land o' bashing. Leading the mudslinging, an ornery McreCautious: "Tom Siebel dramatically lowered guidance for Q2 ... refused to give guidance for anything passed that ... says we are in a recession based on what all his customers are saying ... wouldn't give any indication as to the money lost with the business units he is shutting down ... announces 10 percent layoffs, bonus freezing and across the board pay cuts for senior management. "And all analysts today lowered their earning estimates, but because he has this cocksure arrogant attitude he gets upgrades and nothing but positive press today. Its amazing." Can't we enjoy one measly week of basking in the glow of a green sun without the negativity? If UpAndDown's quirky post is any indication, not a chance: "Everyone else is a parasite riding the tail of the whale. It's a big Ponzi scheme with a clown on an elephant pushing a pin. Clown frowns making the crowd think the elephant isn't big enough. Crowd is so naive all but a couple of people are gasping at the feat. The other few are laughing. Good act." Uh ... say what? That was negative, right? Amid the backlash, the irrepressible bulls like Jcaviar, still managed to slam home their point: "Siebel is beating the crap out of the competition. While other companies miss estimate -- ahem ... like ORACLE -- Siebel trounced estimates in this crappy economy. With rate cuts, spending and growth will start to improve and SEBL will be one of the few left standing. Like Tommy said -- what customer in their right mind would buy software from a 2nd tier company that could go out of business? Where is the competition? There is none. "The management is just the best. Siebel (SEBL: news, msgs, alerts) was the fastest company ever to reach ONE BILLION in revenue -- faster than MSFT or any other company. Period. Take that to the bank." As is always the case, the boards provided the farthest extremes in thoughts and opinions ... some have merit and offer valid contributions. Others sound like Jim Cramer after 7.5 cups of coffee ... minus the knowledge. But that's half the fun ... www2.marketwatch.com;