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

To: Bill Harmond who wrote (1394)	4/16/1998 12:29:00 AM
From: Clam Clam	Read Replies (1) \| Respond to of 6974

I meant IPO's where Montgomery was lead manager. Montgomery is fine as a co-manager but very rarely gets good tech deals as lead-manager. They get leftovers only. Goldman was lead on Yahoo!.

To: Bill Harmond who wrote (1394)	4/16/1998 12:33:00 AM
From: Clam Clam	Read Replies (1) \| Respond to of 6974

>>P.P.P.S. I've buying SAP (luckily for at least three days). I'm becoming an old-fart blue-chip buyer in my twilight years... Bill, I am very curious where you get your ideas. Your stock picking has been quite admirable and I want to know where you get your names (other than the conferences you attend a few times a year). Don't tell me your Montgomery broker gives you all these winners 'cause I won't buy it.