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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Shane M who wrote (2876)6/30/1999 3:24:00 AM
From: dbblg  Read Replies (1) of 6974
 
hi Shane,

I have a vague recollection that there was some discussion (and possibly an analyst comment or two) about this when IFMX hit the fan, around Sept. 97 or so. It has been a while since I looked at the allegations, but my impressions, for whatever they are worth:

-the percentage of sales in question at IFMX seems too high for top management to have been totally unaware, imo; BUT

-the difference in business models makes a literal redux unlikely; AND

-if Tom felt Graham in any way threatened his company, he would have kicked him over the side without a second thought long before now.

I am currently out of SEBL, though I have owned it several times in the past. While I owned SEBL I generally rationalized the CFO thing by assuming Graham would be extra-conservative in light of the cloud he has been under.

Best of luck...
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