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

To: Heather who wrote (1981)	7/23/1998 5:13:00 PM
From: Keith Hill	Read Replies (1) \| Respond to of 6974

Buy CLFY!!! SEBL is a great company but their market cap has maxed out in the short term...CLFY is going to be accelerating their growth rates with their new integrated CIS suite. Unfortunately, SEBL has a much stronger competitor in CLFY than VNTV!!! Stay tuned!!! JMHO

To: Heather who wrote (1981)	7/23/1998 10:12:00 PM
From: Dapper Dan	Respond to of 6974

As far as how long does this sell off last... It seems that in the past, the sell off lasts until a few weeks prior to the next earnings report (in the absence of any other news, of course). Last quarter I watched it go to 32 and thought about buying put options (but didn't)and then watched it go down to 23 and thought about buying call options (but didn't). Maybe after watching this cyclical stock do almost the same thing 6 quarters in a row will teach me something.. This time I'm buying at 25!!