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

To: chojiro who wrote (6186)	7/18/2002 10:49:10 AM
From: muckraker71	Read Replies (2) \| Respond to of 6974

chojiro, Up until now, I was willing to consider your arguments. But the following statement you made is not even close to logical: <<220K/year goal expenses per employee>> <So that means of the 6000 employees remaining, the average pay is $220K annually.> You sound like an intelligent person, yet you conveniently misstated "expenses per employee" as "average pay". You sound like you should know the difference, so I'm guessing it was deliberate. I like a good debate about my holdings, but only with people who are genuinely committed to a reasonable discussion. I must now conclude that you are not one of these people.

To: chojiro who wrote (6186)	7/18/2002 3:11:55 PM
From: A.L. Reagan	Respond to of 6974

Total shares outstanding increased by 33M shares further dilution) this quarter. 20MM were employee stock purchase plan. The balance(13M shares) were granted options Fully diluted shares increased by only around 2 million, or a 4/10ths of 1% increase from the prior quarter. So not as egregious as one might assume from looking at the primary share count - which apparently reflects a lot of stock options exercised before this latest swoon. Haven't looked at the insider trades to see how many of these were likely dumped on the open market. Post-bubble, people might start paying less attention to primary eps and more attention to fully diluted. Not the analysts, but fully diluted eps is there for a purpose. FWIW, fully diluted eps 5.67 cents, rounds to six cents.