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

To: Selectric II who wrote (6379)	9/26/2002 1:03:08 AM
From: Hardly B. Solipsist	Respond to of 6974

I doubt that they got the statistics right, but you don't necessarily have to talk to half of a population to determine that more than 50% of the population feels a certain way. From the news blurbs it's hard to see how they got 61% from a sample of 22. If 14 of the 22 reported poor ROI, then that would be closer to 64%, and if 13 it would be %59.

To: Selectric II who wrote (6379)	9/26/2002 1:47:43 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 6974

my guess is if you take a random survey like that of any of the big enterprise players - sebl,orcl,sap etc. now the results will probably be about the same. These are probably recent customers who launched in 2001 or so, which means they paid a bubble pricetag and dealt with green implementation teams. Theres really nothing in this sector that time can't fix... imo, but for the time being its this retrenchment and bombardment with negative news. And BTW sebl is not the worst- the b2b's - itwo and arba are the worst perception-wise. I would say the accounting systems are the best. L