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

To: Timetobuy who wrote (5437)	10/20/2001 4:39:25 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 6974

When the ceo guided for 14 cents last July for this quarter and came in with 7 When I listened to the conference call, I came to my own conclusion (more appropriately called speculation) about the reason management may have decided not to pre-announce. In the call, Tom made a big deal about the number of companies that pre-announced in Q3. I believe that was his subtle way of implying, "Gee, Siebel didn't have to pre-announce." My response is that, no, Siebel didn't have to pre-announce. But given management's announcement in the previous conference call that they expected earnings would be flat sequentially in Q3, pre-announcing was the appropriate thing to do. --Mike Buckley