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

To: Cesare J Marini who wrote (2029)	8/14/1998 3:34:00 PM
From: Diver	Read Replies (1) \| Respond to of 6974

Without starting a range war here, SEBL is net / net 0% since March. I think it's a great company but the last 100 days have yielded little. Now the same can be said for a lot of other stocks as well, I know. But SFA / CRM should be a tornado and SEBL should be leading the way.... in sales and valuation. Well, let's watch it and maybe we can pick up some value on the bottom of this dip. Good investing / trading SK

To: Cesare J Marini who wrote (2029)	8/14/1998 7:36:00 PM
From: Jonathan Cleveland	Respond to of 6974

I saw some strength in sebl in the last hour of trading it kept bouncing off 26.25 and there were strong blocks in the last seconds of trading. I played sebl on an upgrade by alex brown. best J.C

To: Cesare J Marini who wrote (2029)	8/14/1998 9:14:00 PM
From: mauser96	Respond to of 6974

It depends on your time horizon. SEBL is selling for less than it did in late Feb. 1998, and the relative strength for the last month has been very poor. You can't invest through the rear view mirror,and with a stock I want to know " yeah, you were great a while back, but what have you done for me recently, and more important, what are you going to do for me in the future?" Don't get me wrong, I'm long SEBL but poor relative performance in a stock that appears to have good prospects is worrisome. It often means that money managers and insiders are propagating "good" news so they sell their stock to smaller sucker investors. At the moment only the biggest caps are holding up fairly well. Also see Message 5489513 on the SAP thread for info on SEBL