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


To: Melissa McAuliffe who wrote (2522)2/1/1999 1:12:00 AM
From: Mike Buckley  Read Replies (1) | Respond to of 6974
 
Melissa,

The same commercial was also in the previous play-off game that Denver played in. I'm surprised that Thomas Siebel only mentioned the Super Bowl in the conference call when the other one had already been aired.

I agree that it was absolutely the most positive conference call I have ever heard. I was most impressed that numbers and quantifiable subjects were practically of no interest to the analysts. It was almost a forgone conclusion that the company has successfully completed the integration of Scopus and that the company is currently running on all cylinders. Almost to a fault, they were asking about the subjective issues that could offer clues about the company's growth. For those like me who have become very caught up in the ideas expressed in The Gorilla Game, the Q&A stuff was music to my ears.

--Mike Buckley



To: Melissa McAuliffe who wrote (2522)2/1/1999 10:09:00 AM
From: seth thomas  Read Replies (1) | Respond to of 6974
 
IT was - a few points down.

It was a very odd placement for SEBL - yes, lots of people saw the ad, but what percentage of them are buyers? or decision makers?

Imagine that $3MM spent on advertising on CNBC, or in Information Week, or in seminars targeting CEOs?

Probably 95% of the viewers of the commercial had no idea what the heck it was all about, or why they should care. So, it was a waste of 95% of the money.