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

To: aliveinsf who wrote (2751)	4/23/1999 5:24:00 PM
From: Robert Schwartz	Read Replies (2) \| Respond to of 6974

I don't buy the "big seller" scenario. Keep in mind that for every seller there is a buyer! Software is currently a 4-letter word on Wall Street. One almost never sees one stock in a sector go up while the others go down - especially when the one has a higher multiple than the other. Siebel is one of my largest positions. I believe we will Siebel rocket when the sector begins to gain some momentum. I have no clue when this will be, but if you are going to play this sector, Siebel seems to be the best bet for now.