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To: Bill Harmond who wrote (39805)2/12/1999 5:09:00 PM
From: fedhead  Read Replies (1) | Respond to of 164684
 
Thats true for now but things change real fast when the Go rilla in the market comes hunting. Look what happened to Ascend in remote access after Cisco came in or Netscape after Microsoft. What happens
if Oracle starts bundling the database with the application software
to gain market share ala Microsoft. Declining margins won't support Seibels stratospheric valuations.

Thanks
Anindo



To: Bill Harmond who wrote (39805)2/12/1999 5:12:00 PM
From: KeepItSimple  Read Replies (1) | Respond to of 164684
 
> Don't count on it, Anindo. Siebel is the clear leader.

Aw comon William. Every single stock you own you call the "clear leader" even if they've only been in business for 2 months.




To: Bill Harmond who wrote (39805)2/12/1999 5:15:00 PM
From: Sonny Blue  Respond to of 164684
 
Bill, it could the bond thing after all. Inflation might not show up at the gas pump but may pop up somewhere else like wage, housing, financial assets, etc.

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