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

To: Hardly B. Solipsist who wrote (5871)	5/9/2002 9:02:39 PM
From: puborectalis	Read Replies (1) \| Respond to of 6974

Siebel Systems (SEBL) 23.45 +0.38: Shares build upon yesterday's 5% gains on the results of SG Cowen's applications software survey. Firm believes SEBL's exclusive focus on the relatively high-priority CRM arena will continue to be a near-term advantage vs. PSFT's broader footprint (which includes several lower-priority areas); notes SEBL has considerably more runway given that its SEBL 7 upgrade cycle is only 7 months old vs. PSFT's 8 cycle that is 18 months old. Cowen adds that there are more SEBL customers planning to upgrade in next 12 months and a higher percentage of SEBL customers planning to make repeat purchases around the upgrade.

To: Hardly B. Solipsist who wrote (5871)	5/13/2002 8:18:54 PM
From: Mike	Read Replies (2) \| Respond to of 6974

You said it yourself - if "they are unloading a large proportion of the stock they hold" - well, they are. The numbers are huge and were being sold when employees were prohibited from selling shares. (Sound familiar?) In addition, the swaps from last year are coming home to roost. If Tom & Co are selling it wholesale when the stock is in the 20's that tells you what they think about the value of their company. It makes little difference if the stock was granted to them or not. If they believe the stock would be higher in the next 24 - 48 months they would be holding. If it were simply sales to diversify their portfolio I could understand, but just tally the numbers from last year and you'll find a huge sell off right down to the 52 week low. Just my opinion - and that is worth what you paid for it.