Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: chojiro who wrote (6291)	9/5/2002 7:05:21 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 6974

Unh, that was probably me -gg. No telling where the stock will go until there next earnings report. But until then, it's a real good vehicle for covered calls. uf

To: chojiro who wrote (6291)	9/5/2002 8:33:45 PM
From: Mike Buckley	Read Replies (3) \| Respond to of 6974

chojiro, Now who was it that told me a while ago that Tom has always been on the cautious side? I think it was Mike B. I doubt it. If you can find the post you're referencing, I'll review it in context. If an apology is due, you'll get it from me. My general impression is that Tom Siebel's guidance has been more realistic than many high-tech CEOs under the spotlight, especially with regard to the downturn in the IT sector. However, a general impression is very different from being "always" anything. Notable exceptions to my general impression: 1) He has almost always appeared as a cheerleader in the tone of his conference calls about earnings reports; 2) When it comes to anything he says about Larry Ellison, he has tended to be almost as immature as Ellison; 3) The most recent comment about expecting 25% - 30% growth one the economy turns around isn't enlightening, constructive, or substantiated; and 4) Most notable of all, his prediction that the Naz would be 10,000 in 2005 was an embarrassment to me, a shareholder, especially because it appears that it wasn't an embarrassment to him. --Mike Buckley