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Strategies & Market Trends
Gorilla and King Portfolio Candidates
An SI Board Since February 1999
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Emcee:  Uncle Frank Type:  Unmoderated
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54255<I>Over the last three years, MSFT increased employees by 39% to 54,000. OLizzie Tudor-7/25/2003
54254Re: SEBL's 40% Layoffs Fairly Typical. Compared to the leading companies onhueyone-7/25/2003
54253This is from Jubak's article today. He may have something worth considering areokat-7/24/2003
54252Actually I think you may have given me too much credit for that post! I only meLizzie Tudor-7/24/2003
54251<<I firmly believe the bear market in tech in 2001/2002 did more damage toBridge Player-7/23/2003
54250Thanks. You are so quick on posting that you answered a question that I subsequhueyone-7/23/2003
54249housing is way down. They are giving "luxury rentals" away. The statLizzie Tudor-7/23/2003
54248Ok. Thanks. I didn't realize 40% was typical. Regards, Hueyhueyone-7/23/2003
54247<i>Somehow I get the impression that investors believe the 90s bull marketDinesh-7/23/2003
54246<I>Sebl is in the process of downsizing from 8,327 employees in 2001 to 5,Lizzie Tudor-7/23/2003
54245<i>aren't those the options he gave back though?</i> You must hhueyone-7/23/2003
54244Lizzie, I think you and I are fundamentally on the same page regarding most issMike Buckley-7/23/2003
54243<i>As for being straight with the press and analyst community, I've alLizzie Tudor-7/23/2003
54242Lizzie, <i>Tom has always been pretty straight with analysts and press abMike Buckley-7/23/2003
54241aren't those the options he gave back though? Remember a year or so ago TomLizzie Tudor-7/23/2003
54240From the Tom Siebel interview posted below: Interviewer:<i>You've comhueyone-7/23/2003
54239He's certainly unbowed by his change of fortune. Unfortunately, the same caUncle Frank-7/23/2003
54238Interview with Tom Siebel covering many subjects: siebel.com --Mike BuckleyMike Buckley-7/22/2003
54237Ovum says the software market won't stop declining until 2005 and that it woMike Buckley-7/22/2003
54236OT? Dinesh, Thanks for your perspective. In my opinion, protectionist measuresJurgis Bekepuris-7/22/2003
54235Someone got hold of and released a recorded conference call made by IBM's tohueyone-7/22/2003
54234OT? It's really a giant sucking sound. Personally, I know of several succeDinesh-7/22/2003
54233OT? How bad is really outsourcing to India? Any more-or-less objective articlesJurgis Bekepuris-7/21/2003
54232Mike, OK, fair enough, your opinion has certain advantages. I still don't aJurgis Bekepuris-7/21/2003
54231Hi Mike You are right. Regards DineshDinesh-7/21/2003
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