Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Long Term Investors' Outpost -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Id who wrote (124)	7/11/2002 1:14:17 PM
From: tekboy	Read Replies (1) \| Respond to of 562

Not that I've done anything about it yet of course not. four possible excuses. 1. you're a "long term investor," and we don't worry about things like that. 2. some guy in Vegas once told you SEBL was a steal. 3. you've poured over lots of SEC filings, developed your own model of the CRM market under conditions of recession, recovery, and technological change, and are confident that what's going on is a temporary blip in the onward and upward march of Tom's firm. 4. you're a lemming. ltb/A@oneoftheseisnotliketheothers.com

To: Dr. Id who wrote (124)	7/11/2002 3:03:28 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 562

Oracle also rates an "8" like adobe, but I suspect this is a new rating for Oracle after their recent results and stock appreciation. Before last Q, they were probably a 2 like sebl, beas etc. Adbe trades with msft and doesn't really track with enterprise application software, which is the hardest hit. I can't see too much difference between what I'm hearing about software now (bear stearns starting sebl with sell, saying no recovery until 2004) - vs. what I heard earlier this year on comm infrastructure, which has since stabilized and is climbing. About 6 weeks ago some analyst downgraded ciena to sell with a target of 3 and no recovery until 2004 also. That was the bottom on ciena. If oracle can sell software and surprise to the upside by 67mm-117mm on the pure licenses side, then sebl can probably make their lowered estimates too, although I suspect orcl is selling mostly infrastructure upgrades to start. App software always follows though. Since oracle climbed by about 10 billion in mkt cap since their results in this market, it seems like there are some large investors waiting to get in on even the slightest news that these guys arent going away completely. BTW a bunch of software that was once in the G&K WW and G&K portfolios is being given away: manu, itwo, prgn for starters. Not sure if you ever had beas. There are different reasons for each of these to be so low, but if future downside in sebl is a concern, you know these aren't going any lower unless a BK is on the horizon. man, am I rambling today! Hey does anybody here know anything about procket networks (not public)... tia Lizzie

To: Dr. Id who wrote (124)	7/11/2002 3:21:24 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 562

Re Stock Screener and sebl As we discussed this morning by phone, the stock screener is ta rather than fundamentals oriented, and is a resource for traders, not investors. In a contrarian manner, that bad report spurred me to look at sebl today at 12, and I ended up increasing my position by 60%. As you know, I have been writing covered calls for income, and sebl has always commanded good premiums. But more importantly, it's been one of the top performers (as a business, not a stock) in the software sector, maintained margins, and grown market share during the crash. As importantly, Tom Siebel has been candid and accurate with his comments and projections for both his company and sector. Now let's sit back and see how Mr. Market judges the company's performance next Wednesday. uf