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To: Lizzie Tudor who wrote (13806)9/5/2002 4:02:59 PM
From: Bill Harmond  Respond to of 57684
 
I don't know where they're going. I just think September is a writeoff because it's the end of the quarter and fund managers are watching their performance bonuses disappear.

I hope that's the conventional wisdom and the market will get bought on bad news.



To: Lizzie Tudor who wrote (13806)9/5/2002 4:30:30 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
15:53 ET Hearing that SLAB comfortable with high-end of rev range (19.23 -0.64)
Company is presenting this afternoon at the SG Cowen Tech conference.



To: Lizzie Tudor who wrote (13806)9/9/2002 1:07:23 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
11:41 ET SEBL Siebel Systems defended by Pac Crest (8.03 -0.40) -- Update --
Pacific Crest believes that Bill McDermott's departure is not as significant as some may think (see JMP's downgrade at 8:32), as Mark Hanson has been running sales at SEBL for over a year; also, channel checks as well as comments from Tom Siebel lead firm to believe that Q3 ests are achievable.


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