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To: mishedlo who wrote (12689)	4/16/2001 4:58:36 PM
From: bonnuss_in_austin	Respond to of 13572

Mish: it's difficult, as I hold puts on a few, but I'll try to... ...keep my exhuberance (sorry sp) in some sort of 'rational' perspective. Question: why do you suppose that CNBC, which I watch constantly, hasn't to date, to my knowledge -- may have missed it -- EXPLAINED to its retail investing public -- that little, 'pesky detail' -- 'pro forma' gimmick? EDIT: Just heard Tyler Mathison describe CSCO's warning as "astonishing" ... and 'completely unexpected' ... LMAO. bia

To: mishedlo who wrote (12689)	4/17/2001 5:31:22 PM
From: pbull	Read Replies (2) \| Respond to of 13572

From Briefing: 15:49 ET Siebel Systems (SEBL) 32.91 -0.27 (-0.8%): Rumor has been circulating for most of the session that company is planning to announce job cuts; source of the rumor appears to be San Jose Mercury News, which is reporting that SEBL may be planning to announce large layoffs this week in response to a drop in demand; speculation is that SEBL will trim as much as 20% of its workforce and shut down its online subsidiary Sales.com; while declining to comment on rumor, company spokeswoman indicated there would be significant announcements Wednesday when the company releases Q1 results. Did I or did I not recently mention this one? PB