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

To: muckraker71 who wrote (6690)	5/18/2003 7:49:04 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 6974

all the competition is arrogant also, though. As someone who has worked in this business for 10 years I believe some of what people believe is arrogance is not exactly, the sentiment is misplaced. It has to do with software of this type and customers refusing to accept it. Management wants standardization but user communities rarely do so to combat the corporate sentiment Sebl, Oracle etc. adopt something of an "arrogant" demeanor. Anyway that part of it is not specific to Sebl, imo. Wrt the closed web meeting- I have to say, that after being relentlessly hammered on SI about these options issues and their inherent "costs", which tech people and I'm sure Tom Siebel do not necessarily agree with, I can see why mgmt at Sebl would want to shy away from questions, because inevitably it is going to all come down to that, and in a Q&A session there is no way to get the options expensing crowd to shut up I don't think. I remember the last Cisco call, a bunch of questions were raised regarding options expensing... I mean we all know what the issues are there and how Chambers, Siebel etc. feel about options expensing and these issues have nothing really to do with quarterly performance, still we all have to sit through another rehash of the matter, even though those that have these concerns are perfectly free to move on from tech investing (the best solution imo)... its tiring. If I were Tom I'd consider taking the company private, that might be a solution actually. Not too tough to do with all their cash I'd guess.