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

To: muckraker71 who wrote (3944)	9/27/2000 10:18:49 PM
From: Trader Dave	Respond to of 6974

<<My thought is that Goldman's addition will be a net positive for the mgmt team, as he is a "major league" CFO. I was never comfortable with Graham, due to his IFMX and WYSE history. >> Bingo! 10 points for the exact answer! It will be an improvement in perception. Howard's prior companies combined with Tom's personality lead to a lot of legitimate concern and lots of rumor spreading by the fast money short crowd. My understanding is that everything is pretty clean at SEBL as far as revenue recognition grows, but it took me quite a while to stop losing sleep over sebl's business. TD