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

To: growthvalue who wrote (2101)	9/30/1998 1:57:00 PM
From: Lizzie Tudor	Respond to of 6974

growthvalue, for me it has been difficult to make money in this environment. Yes I know things are bad for enterprise software.... but Im not sure of the cause really. So, I dont assume things will get worse as we get nearer to y2k. The only think Im sure of really is that Sap is going down, and thats the only play Im making in enterprise sw. Im too afraid to pick up vntv or manu.... honestly I dont think either will go much lower but the question is will they ever move upward? I covered my Sap short already and am mad at myself for missing that little pop back up to 47 and not shorting again. I think Sap is going to the 20s. My guess is Siebel doesnt break 30 for a while... but I still think Siebel is my favorite in the sector with psft #2 and itwo #3. Michelle