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To: Paul Engel who wrote (46900)2/2/1998 12:54:00 AM
From: Ibexx  Read Replies (1) | Respond to of 186894
 
Paul, OTOTOT

Re. Seibel

I was in Seibel briefly last year, but sold all shares and added to SAPHY. The thinking was then--and is now--that the big caps would weather the market storms better.

Along the same lines, I also own a small position of BAANF--all frightful valuation, but.....the enterprise software IS the sweetest spot and the mo guys are chasing.

Regards,
Ibexx