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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (12041)	12/5/1999 5:40:00 PM
From: Percival 917	Read Replies (2) \| Respond to of 54805

Hi Bruce, Hope your weekend is going well. Thanks for the article on ITWO and SEBL. I found the salaries and stock options of Siebel's two top men to be rather disconcerting. Specifically the passage: Mr. Siebel took home $800,000 last year in salary and bonus and an additional $2,000,000 in stock options. The year before that, he took home $320,000 and $1.4mm in stock options, and the year before that $320,000 and $4mm in stock options. The $7.4mm in stock options Mr. Siebel has granted himself comes directly out of shareholders' pockets, diluting their stake in SEBL. The co-founder of Siebel Systems, Ms. House, has also been pretty liberal in this regard. Ms. House earned $675,000 last year and $500,000 in options. (97- $310K & $800K, 96 - $282K & $800K) This liberal granting of options and pretty decent pay comes out of the pockets of shareholders. I am wondering what yours and Merlin's take is on this as it relates to affecting our share prices in Siebel's stock. Personally I like Sanjin Sidhu's way much better. As always thanks for your thoughts, Joel

To: Bruce Brown who wrote (12041)	12/6/1999 11:38:00 AM
From: Eric Jacobson	Read Replies (2) \| Respond to of 54805

Then again, you all know my stand on Siebel and i2... Bruce, I've appreciated posts by you and pala on i2 and I'm becoming increasingly interested. I've gone back and read several of your posts on the topic and I'll begin doing further research. In response to your statement above, I know you own and are very bullish on both. However, in gorilla game terms, I'm not clear on where i2 stands. As you know, i2 was featured in the FM as being in a Supply Chain Management gorilla game with Manugistics. Can you explain what happened with this game - did it tornado? Did the tornado produce a gorilla? Is the B2B space i2 is entering a new gorilla game or a continuation of the first? If you were to buy a basket in the space, who would be in the basket along with i2? Thanks for your help. Eric