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To: stockman_scott who wrote (12805)7/18/2002 5:17:04 PM
From: Wizard  Respond to of 57684
 
MSFT looks fine.. They took a nickel out due only to less interest income but deferred revenues were up big.

Re Tom Siebel. The guy thinks IT spending revolves around him. No Tom, you are the one imploding. Got to wonder about a saturated CRM market in financial services and telecom. Big deals ain't happening and he doesn't know if this was a pipeline or a low close rate problem??? What is SFA software good for then?