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

To: Melissa McAuliffe who wrote (1345)	4/14/1998 11:03:00 AM
From: Trader Dave	Read Replies (1) \| Respond to of 6974

I don't think I'll be paying $100 a share - I just might never own it. Avoiding the losers is more important that owning all of the winners. I think the risk reward is too marginal at this point to own the stock. In the history of technology mergers, the percentages are very against sebl/scop pulling off the integration without at least some material bumps in the road. TD

To: Melissa McAuliffe who wrote (1345)	4/14/1998 11:15:00 AM
From: Shege Dambanza	Read Replies (1) \| Respond to of 6974

I don't have a corporate finance background, but as an investor I don't like it when companies play fast and loose with earnings announcement dates. Most established companies (e.g. Intel, Cisco, IBM) have a robust end of quarter/year financial close process, and earnings dates are pretty much set months in advance. In the rare instances when those companies move their earnings it is a news event in itself. I cannot understand how there can be a two week variance between planned and actual announcement dates. And I cannot believe that street analysts (who supposedly value predictibility) are too happy with this either. Anyone know if there is any FASB/SEC guidance on the timing of earnings announcements?