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To: Bill Harmond who wrote (12793)	7/18/2002 1:47:47 AM
From: stockman_scott	Respond to of 57684

Here are some great SEBL cc notes Message 17754318

To: Bill Harmond who wrote (12793)	7/18/2002 9:37:53 AM
From: stockman_scott	Read Replies (1) \| Respond to of 57684

8:35AM Hearing that EMC predicting flat revs/earnings for Q3 vs Q2 : This morning, EMC posted a Q2 loss of $0.01 on revs of $1.39 bln. Multex Q3 consensus is -$0.01 and $1.45 bln.

To: Bill Harmond who wrote (12793)	7/18/2002 1:52:46 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

here are a few positive comments I have on the sebl call- Message 17755212 However I have to let them go in order to reinstitute merit increases and bonuses to the remaining staff before they fly out the door for greener pastures because business is getting better elsewhere and hiring is bound to increase. Well business is getting better at Oracle, we know that. But Oracle has a new application suite 11i which is gaining traction, I'm not sure how compelling Siebel 7 is (11i turns the old c/s model into webapps everybody wants that). Tom commented that Oracle is not gaining share in supply chain of all things. Makes me wonder if he ever was considering an i2 acq. Now would be the time anyway. It was pretty clear at the end of the call in the Q&A that they are underpromising for current qtr since its end of year. Their metrics show an uptick which they would normally extrapolate out to the estimates but aren't this time "just in case". Everybody knows how ruthless Tom is in hiring and firing people. He probably just feels that he can get these same people back, maybe cheaper, later on and no need to carry them. I agree personnel resources are not an issue anymore. Plus you have the big-6 desperately trying to deploy their consultants too. Tom said they will lose some bldgs in San Mateo. Geez its a ghost town of empty bldgs out here. I wouldn't mind seeing one turn into a roller rink. Or maybe another planet granite. L