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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Melissa McAuliffe who wrote (2522)2/1/1999 1:12:00 AM
From: Mike Buckley  Read Replies (1) of 6974
 
Melissa,

The same commercial was also in the previous play-off game that Denver played in. I'm surprised that Thomas Siebel only mentioned the Super Bowl in the conference call when the other one had already been aired.

I agree that it was absolutely the most positive conference call I have ever heard. I was most impressed that numbers and quantifiable subjects were practically of no interest to the analysts. It was almost a forgone conclusion that the company has successfully completed the integration of Scopus and that the company is currently running on all cylinders. Almost to a fault, they were asking about the subjective issues that could offer clues about the company's growth. For those like me who have become very caught up in the ideas expressed in The Gorilla Game, the Q&A stuff was music to my ears.

--Mike Buckley
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