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

To: chojiro who wrote (6318)	9/17/2002 4:21:17 PM
From: Davy Crockett	Read Replies (1) \| Respond to of 6974

after hours FWIW agrees with u <<I don't think ORCL can(or will) say anything that will help SEBL.>> New lows possibly by the time I finish typing this...

To: chojiro who wrote (6318)	9/18/2002 2:40:59 PM
From: LAWRENCE C.	Read Replies (2) \| Respond to of 6974

Chojiro, I agree with strong sell. Some Database software is necessary from some database software vendor for many companies. There is also a software cost and reliability risk to switching from one database vendor to anothor Middleware software is optional and has to be justified. It's a harder sell especially in a weak pricing environment like the present one. (I've worked in IT/IS since Jan. 1977 (over 25 years). I've written software in C and FORTRAN.) I have been trading SEBL from the short side which has been risky but so far profitable. There is always a risk that SEBL's fundamentals could improve. LC