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

To: Melissa McAuliffe who wrote (1623)	5/24/1998 5:00:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 6974

<OT> Melissa, I agree they failed to manage earnings but my point is I can't see how its possible to improve the situation in SCM. If they had closed all those discrete deals then this qtr would have been even bigger than last so it would have made no sense 4 mos ago to withhold revenue. And its almost impossible to gauge when these deals are going to go through, because if one trading partner doesn't want to come into the domain, well thats it - the whole thing might be postponed (hardly ever lost). I2 has done a better job managing expectations but they know the discrete mfg space, Manu doesn't that was the problem. My guess is late this yr Manu will have a huge blowout qtr where every one of these contracts will get signed - then what will they do? In any case, its only peripherally related to the Manu/Promira merger and has no relevance to Siebel/Scopus. Michelle