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

To: Bobo who wrote (1070)	1/23/1998 5:00:00 PM
From: Steve Reed	Respond to of 6974

There was a question on the conference call regarding the advertising spending. The quick response was to "build to the brand". Does anyone else question spending 50% of revenue on sales&marketing when they only acquire a few customers each quarter? Its not like their selling to the consumer market. I've heard the chasm-crossing thing, and I get the feeling Tom wants to be big. But the CFO said that their ad campaign was just getting started, and look for more to come. I give SEBL management a lot of credit for the business they've built. But I really think they're wasting HUGE $$$ on TV ads. And what about Tom's teeth? With all the wagering going on this weekend, anyone wanna bet we'll see a SEBL spot during halftime?