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

To: syborg who wrote (2705)4/20/1999 9:35:00 AM
From: Trader Dave  Read Replies (2) | Respond to of 6974
 
In this market? A morning pop and then a flat to down close. It may take another quarter or two to prove y2k isn't impacting the businesses. This kind of misunderstanding is what creates opportunity.

There is another side, if there was significant shorting based on a bleak outlook, there could be a slight squeeze.

Good, I've got my bases covered, if anything happens I'm right.

(The gross prophet margin strikes again.)

TD



To: syborg who wrote (2705)4/23/1999 11:27:00 AM
From: aliveinsf  Read Replies (1) | Respond to of 6974
 
Disappointing stock action. Earnings were even better than I hoped for but SEBL is suffering from the ERP FLU. People are just staying away from the sector. When the correction in the sector is over, the cream will rise to the top...ORCL and SAP have been acting OK off their recent lows...we may have one more shakeout and then they will start to move again...this market is huge and growth will continue...PSFT not withstanding....


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