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

To: Mike Buckley who wrote (52152)	7/17/2002 1:52:30 AM
From: Curbstone	Read Replies (1) \| Respond to of 54805

MikeB, I never meant to imply that Paul was anything but a class act. And I am not trying to start or perpetuate a blame game. I read his apology and thought it was well-reasoned and appropriate. Thanks Paul. And Mike, I'd be willing to just drop the subject if you're amenable to that. Ironically, what originally motivated me to put Shannon on ignore was not the tone of his posts. I can filter that stuff (like gratuitous profanity in an otherwise good movie) I just couldn't handle anymore rabid discussions about the expensing of stock options. In hindsight, had I known it was going to become such an important issue, I certainly would've paid more attention. Also, there was a period of about 6 months that I did not frequent SI. Perhaps I missed some of Shannon's more egregious stuff. So anyway, I'm sorry I barked at Paul, and sorry for getting your dander up. These are trying times. Now can we get back to being our chummy selves? Curbstone the (repentant) Tourist

To: Mike Buckley who wrote (52152)	7/17/2002 5:35:37 PM
From: stockman_scott	Respond to of 54805

17:28 ET Siebel Systems (SEBL) 11.74 +0.36: More bad news from report: Gross margins slipped to 69.2% from 72.5% last quarter and 72.4% in year-ago period... License revenue of $170.1 mln was way below street view... General view was that market would react negatively to anything under $200 mln... Fact that license revenue now only 42% of total revenues (down from 51.5% last quarter) one reason why margins fell so much... Trend needs to be reversed or company in trouble longer-term... Conference call about to begin.