Siebel Systems (SEBL) - strong buy? Message Board

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Technology Stocks : Siebel Systems (SEBL) - strong buy?

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To: Trader Dave who wrote (2882)	6/30/1999 5:39:00 PM
From: Big Sky	Read Replies (1) of 6974

Graham has a character flaw that was revealed when he was placed under intense pressure to recognize revenues at INFX. He chose to cut some corners, this happened once they came under revenue pressure. There is no evidence that Graham's character flaw is no longer present, just that he hasn't been tested yet at SEBL. When SEBL comes under revenue pressure, as most software companies do sooner or later, he might well behave at SEBL as he did at Informix and decide to defer the pain by cooking the books. Granted, SEBL doesn't have a channel to "stuff", so his character flaw might reveal itself in a different way. He's a clever guy.

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