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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (2933)	7/9/1999 10:52:00 AM
From: Shege Dambanza	Read Replies (1) \| Respond to of 6974

Market researchers are generally thoughtless lemmings that do projections based on two things: trendline and surveys... Four things. The two you mentioned, and two more: what the client who commissioned the report wants to hear (how far do you want us to bend over?); what other researchers are saying (see yours and raise you 10% CAGR).

To: Trader Dave who wrote (2933)	7/9/1999 11:00:00 AM
From: Wizard	Read Replies (1) \| Respond to of 6974

"According to AMR, our target market is $90 billion, if we can just get 1% of that.... <excuse me, sir>.... one second my friend, forget the fact that we did less than $4mm in revenue last year despite the market being $75 billion in 1998. We plan on taking share from Dell and Sun... <excuse me, sir>.... We are investing aggressively in sales and marketing, we have a deals pending with xyz OEM in Singapore and joe schmo cable in Minnesota..."