Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Lizzie Tudor who wrote (6694)	5/18/2003 10:16:00 PM
From: Mike Buckley	Read Replies (1) of 6974

muckracker, Thanks for explaining. I agree with you. Lizzie, while I don't think Sebl should exclude these sorts of questions, I can see why they would want to. I can see why also but I don't like what I see. Siebel's desire to exclude certain questions because there is no new and constructive outcome of asking or answering the question would be reasonable if it also applies to information that results in favorable portrayal of the company. The problem is that it only applies to info that puts the company in a bad light. Siebel management bends over backwards every quarter at least for the last five years to portray the company in the best possible way. Except for very rare moments, management avoids anything that might portray the company's performance in an unfavorable way. And when it does happen, Tom Siebel almost always has someone other than himself lined up to take the blame, as in the example of his VP of sales that went to SAP. Tom conveniently forgot to mention that if that VP did such a terrible job, apparently Tom also must have done a terrible job of recruiting and hiring him. --Mike Buckley

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