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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Melissa McAuliffe who wrote (1933)7/17/1998 8:02:00 AM
From: Bobo  Read Replies (2) of 6974
 
Melissa,

I thought that was an interesting response by Graham. He seemed to originally be saying that there were contingent deals when he first explained the DSO issue. But in the QA came up with this payment history story. Almost as if they did put some in the bank for later and was being coy about it. I really could not make a definitive conclusion on it.

Do not overlook that the deferred rev only accounted for half of the DSO increase. I think it was a total increase of 30 days. The rest was because of the back-ended quarter.

A very strong qtr given the circumstances.
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