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

To: Mike Buckley who wrote (23075)4/19/2000 11:46:00 AM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
Thanks for the post on Siebel, Mike. I own it because of you. It is one of four in my G&K portfolio that is back in the green today.



To: Mike Buckley who wrote (23075)4/19/2000 11:53:00 AM
From: Bruce Brown  Respond to of 54805
 
One small tid-bit of info: if the company had reported just $35 million more in revenue it would have topped $1 billion in trailing revenue for the first time in the company's history. Not bad. Next quarter the company will blow well past that benchmark.

--Mike Buckley

Shall we forward that to Larry Ellison? <vbg>

BB



To: Mike Buckley who wrote (23075)4/19/2000 12:48:00 PM
From: Dinesh  Read Replies (2) | Respond to of 54805
 
Mike:

Siebel Systems Inc., a maker of customer-service software,
said on Tuesday it agreed to buy closely held OpenSite Inc.
for about $500 million in stock to add Internet auction software

CRM software products and auction site operator - how do
you mix the two ? Is this to satisfy a particular market
segment's needs, or does it mean auctions will become more
mainstream in future (based on their access to so many
bigwigs' shopping lists.)

Regards
Dinesh


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