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

To: Trader Dave who wrote (2657)	4/7/1999 3:19:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 6974

You're my kind of investor. I didn't really expect Sebl to get hit so I'm not really current on this stock. I do feel that these general "y2k hitting software stocks really really hard" kind of reports are targeted at the mindless. If anyone can find this infamous report however, I'd like to read it. I'm not talking about the Marketwatch blurb, but the thing that came out this morning that CNBC was quoting. Thanks Michelle

To: Trader Dave who wrote (2657)	4/7/1999 4:03:00 PM
From: eRM Solutions	Read Replies (1) \| Respond to of 6974

TD, I added to my SEBL position today also. Siebel is going to more than double in size the next 3 quarters. They will finish 1999 at somewhere around 1000 people. There is NO slow down in the ERM space, at least not for Siebel. Also, if you look at the days trade log most of the sells were small blocks(100 to 1000, lots of 100 and 200 share sells) and most of the buys were large blocks(2500 to 15,000). Regards John