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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (50038)	1/24/2002 2:55:04 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I'd go with Uncle Frank that, relatively speaking, it's a reasonable buy considering its 4th quarter... Jill, that's not exactly what I was trying to convey. It's more like, whatever you thought about sebl before their report should be shifted slightly in a positive direction. In other words, if you thought sebl was overvalued yesterday, you should consider it a little less so today. I in no way meant to suggest it was a "reasonable buy"; there are too many personal variables in decisions like that to ever make a blanket statement. uf

To: Jill who wrote (50038)	1/24/2002 3:43:44 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

"I'm not sure anyone on G&K wants me to chime in with t.a. but it is enormously helpful to me (as learned from Teresa Lo)--price, volume, and charts do reflect psychology, support, and really give one a context that I find invaluable." Oh Jill, I'm all for it. As to the question of Siebel's valuation - I think we can say that it was 'undervalued' in the teens. The market flashed the signal to all of us in terms of the accumulation that was taking place as it climbed out of the low teens and rose up through the 20's. All of this in spite of a lot of chatter here in regards to trying to wrap a "perfect" valuation around Siebel when it was down in the teens. Best to look at the entire group of companies of Siebel, Oracle, i2, PeopleSoft, SAP (and all of those providing CRM solutions) to see what their reports and management have been saying. Now that most of those have already reported (i2 reports tonight), one can get a handle on why the market "reacted" off the September lows and bid up some of the players. BB