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To: Mike Buckley who wrote (6203)3/12/1999 8:03:00 PM
From: mauser96  Read Replies (1) | Respond to of 9068
 
You're probably right, but we don't yet know what the March quarter sales figures are yet. The odds against it entering the mass mainstream are probably considerably less than 50-50, but better for entry into niche markets, which could still be profitable. Siebel probably has a better chance at the tornado, since it may be able to solve a more pressing business problem (automated information flow stopping just where it may be most needed, the customer contact point). I'm also encouraged by Larry Ellison's attacks on SEBL - he goes after what he fears the most.
Meanwhile,I can't decide whether this weakness in techs represents a healthy sector rotation and a buying opportunity or something more sinister. The non tech strength , like the previous tech strength, seems to be too narrow to be healthy.