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

To: damniseedemons who wrote (1168)3/3/1998 10:10:00 AM
From: Melissa McAuliffe  Respond to of 6974
 
Sal, I'm sorry but I have to disagree with you here. I was absolutely shocked at how unprepared Mark Haines came across. I couldn't believe it when he asked Tom if they were an application software company or what? I didn't find him evasive at all but I just don't think the interview went that well from an interview perspective. But I have to put the blame for that on Haines vs. Seibel since he should be able to set the tone. Where did you think Tom was evasive, btw?
Melissa



To: damniseedemons who wrote (1168)3/3/1998 10:10:00 AM
From: Gloria G  Read Replies (2) | Respond to of 6974
 
CNBC was very positive about "woppingly high revenues". They were pushy regarding an explanation of the company's services, and regarding the names of new customers, but seemed satisfied after 2 were named. I thought Tom Siebel did a good job of explaining future vision of the company. I think it was positive presentation.


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