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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: hueyone who wrote (5916)6/7/2002 10:51:37 AM
From: Mike Buckley  Read Replies (1) of 6974
 
Huey,

I didn't fully grasp the magnitude of the unreported employee compensation problem at Siebel unil long after I invested in Siebel.

Thanks for the perspective. I admire your due diligence throughout your continued ownership of a stock.

I can guess what the flavor of my answer will be, however, and that will be that the free cash flow number you are generating is not representative of "owner earnings".

Having seen the discussion on the G&K thread about that, you're probably right.

Of course if I make this argument, I will also expect to have to defend "why not".

You won't get that request from me. I'm grateful for your innumberable contributions about that on the G&K thread. Each of us has our own metrics that influence our investment decisions. From my point of view, it's not necessary that any of them are defended.

--Mike Buckley
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