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

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To: Melissa McAuliffe who wrote (1565)5/18/1998 5:00:00 PM
From: Lizzie Tudor  Read Replies (2) of 6974
 
Melissa, I re-read Steve Farbers post. You are correct I misunderstood - I thought he was saying the RR policies had disappeared, in fact they were never there.

And your point about the few large deals being audited, is that correct? I don't know what audit procedures are... but you believe for example the cisco revenue recognition was carefully audited? If thats the case then we're fine unless they throw out their auditors!

Michelle
Edit: Sorry Trader Dave I'm a little paranoid about this issue because I think Larry Ellison and Tom Siebel may be the same person.
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