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To: Percival 917 who wrote (12123)	12/6/1999 2:26:00 AM
From: Seeker of Truth	Read Replies (2) \| Respond to of 54805

Probably we shouldn't look at the top people's compensation in isolation from that of the rest of the employees. If the top person(s) don't have stock options, a la Home Depot or Berkshire Hathaway, the feeling of inequality with and/or resentment of the the top boss(es) isn't there. It improves morale. Obviously that's not the only way to run a company. I'm long SEBL; it's been a wonderful investment. But I'd have to admit that Mr. Siebel looks a bit more greedy than the top pair at Home Depot or the CEO of itwo. The ultimate gorilla, MSFT, gives generous stock options to the boss. Therefore we can't classify most compensation schemes as important. But I have heard of tremendous overcompensation at Cendant and Computer Associates. In such a case it becomes important. JMHO.

To: Percival 917 who wrote (12123)	12/6/1999 8:34:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Just a quick follow up to the 'Fisher analysis of i2' post that I provided the link for on this thread. The post was put together so well by Jeff over at the Fool (a recent reader of our manual and a new subscriber on the list serve GG digest) using the methods that he has learned in business school of using Fisher analysis that I thought some on this board would be interested. By the way, Jeff is also very interested in Siebel so don't take his post as a negative. He was simply pointing out in point number 15 of the Fisher analysis in terms of salary and options. Not to worry, the two heads of i2 are the largest shareholders of the company. I didn't mean for the post to throw anyone for a loop in terms of how they viewed their holdings in Siebel, i2 or any other technology company. Good grief, a quick glance at the holdings via options that most executives hold within their companies is probably the most humbling experience for we investors no matter how many fat ladies we have heard sing. The two leaders at the helm of i2 just happen to thrive on more in life than compensation proving that their main focus in life does not revolve around monetary compensation. I would venture to guess that both of them are rich beyond anyone's wildest dreams - and I'm not talking about money. It's quite a thrill to see the fruit of their vision and efforts in creating their own version of the 'dream company' be reward enough. Would that we all could suffer such a lofty goal. BB