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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (58623)	1/10/2002 9:05:23 AM
From: John Trader	Read Replies (1) \| Respond to of 70976

Gottfried, Your link did not work for some reason - perhaps the server is down. The article is the cover story with Tom Siebel on the cover - the latest Forbes issue. SEBL is now my third largest holding, and my largest software holding. Siebel does seem to be a very sharp guy who knows how to run a company - that should help. In the article he claims they turned down the idea of buying PSFT because the growth area for his markets are greater. Lastly, they have a lot of cash a software firm that size (very important for survival I think - hope they don't end up competing with MSFT at some point, however). Regarding the free subscription, I don't like having put down my email address on any such online form. I did this once for a street.com trial subscription and immediately started receiving spam. As I result I will change my email address as soon as the free offer from my internet service provider runs out. John