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

To: Mike Buckley who wrote (44721)	7/20/2001 12:01:50 PM
From: Pirah Naman	Read Replies (1) \| Respond to of 54805

Anyone following this stock largely because I follow the company and report on it, rather than doing their own homework which is what they SHOULD be doing instead of paying attention to me, But Mike, I depend on you! What good are you anyway? - Pirah

To: Mike Buckley who wrote (44721)	7/20/2001 3:21:36 PM
From: EnricoPalazzo	Respond to of 54805

First of all, Mike, thank you for bringing this to our attention. We have certainly been warned. It is very hard to judge whether this drop to 12% growth is an anomaly. I would suggest, though, that sudden drops are less likely to be permanent than slow, steady drops. The real question is, has the Siebel business hit the brick wall? Are their still new markets for Siebel's CRM software? Is there really a large market for ERM software (and will Siebel be able to compete there)? At the end of the day, the answers to those questions will drive cash flow growth.