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

To: Uncle Frank who wrote (50011)	1/23/2002 6:05:21 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Thanks for the press release and the article, Frank. Despite my enthusiasm for Siebel's management team, I couldn't help but notice the spin in the press release. The company chose to compare Q4 revenue sequentially rather than annually. The sequential change was up 12% and the annual change was down 17%. Regardless, I bet there are a lot of management teams selling enterprise software who would give almost anything to be able to report less than a 5% decline in licensing revenue for the year and 14% increase in total revenue. I'll hold off on other comments until I do my Front Office write-up. I wouldn't want to take the wind out of my own sails. :) --Mike Buckley