SI
SI
discoversearch

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


To: Clam Clam who wrote (1161)3/2/1998 5:01:00 PM
From: Trader Dave  Respond to of 6974
 
I thought the networking guys would seem too hardware-esque. When 3com/usrx came out I heard the term "Two drunks propping each other up."

The problem with these failed mergers is that the one time R&D charges are so liberal, they can hide 4 to 6 quarters of mismanagement and pay the appropriate banking fees necessary to win analyst accolades.



To: Clam Clam who wrote (1161)3/2/1998 5:04:00 PM
From: Trader Dave  Read Replies (1) | Respond to of 6974
 
Any thoughts from industry folks?

Message 3576658