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

To: Albert Youssef who wrote (2467)	1/12/1999 5:04:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 6974

The pattern may change this time. SEBL was in a losing game prior to last quarter's results. They were smacking the numbers so much that it wasn't whether they met earnings but how much they'd beat them by and how much forward earnings would go up. I think Eric Upin downgraded sebl last time around for not beating expectations enough. By executing well and now being less dependent on the beating expectations game, the stock may not go down post earnings this time around. All bets are off if Tom buys an erp company though.