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

To: Trader Dave who wrote (2585)	2/24/1999 8:42:00 PM
From: Wizard	Read Replies (1) \| Respond to of 6974

Looks to me like SEBL has taken what Yahoo! and others are doing with calendars that sit on a server outside of the enterprise and applying it to SFA. You can log in from wherever you find a browser and look at info and don't have to worry about synchronization. SEBL didn't invent this concept but its about applying great ideas and leveraging your installed base and industry clout and parlaying it into domination of a category. Kind of sounds like AOL or any other market share leader that is able to do it. If you are the leader and have dominant market share and focus and continually execute and reinvent, your power is very difficult to compete with. SAP looms in the distance long-term but SEBL is firing on ally cylinders and is a tough train to stop right now. I think the stock is extended and needs a rest. Steve, your blinded analysis is just too pathetic to comment upon.

To: Trader Dave who wrote (2585)	2/24/1999 10:00:00 PM
From: Bob Duncan	Read Replies (1) \| Respond to of 6974

Trader Dave: I think you are correct. Anyone that disagrees that this is not market related (the late sell off) go to Yahoo and compare day charts of INTC, MSFT, DELL, CSCO, and SEBL. All showed weakness at about the same time, all sold off at about the same clip. I do not know as much about trading as some here, but I think this selloff was related to index fund managers - also when they all start to dump Nasdaq 100 stocks (and based on the charts today it looks like that is what happened) they can push things down. 3:30 onward everyday it seems like the market makes a sharp move further in the direction it has already established. I agree that you are prob. right about SEBL long term. However, now that I have calls on them I suppose it will not move up until the calls expire. I am wondering if I should get out of the calls at a loss or wait a bit - do you see much short term upside? (Got in the Mar. 50's at 1 5/8 today.)