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Technology Stocks
Siebel Systems (SEBL) - strong buy?
An SI Board Since July 1996
Posts SubjectMarks Bans Symbol
6974 178 0 SEBL
Emcee:  Nick Tingle Type:  Unmoderated
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5974Performance [optional] By Bill Roberts, illustration by Chuck Mackey -- 6/1/200stephen wall-6/9/2002
5973<i>Microsoft make heavy use of stock options as motivations.</i> I hueyone-6/9/2002
5972Btw: both Siebel and Microsoft make heavy use of stock options as motivations, aKevin Rose-6/9/2002
5971<i>You'll see a lot more stodgy big companies that don't have to whueyone-6/9/2002
5970Hi Mike: I'm saying that there is a magic formula in SV, a key component Kevin Rose-6/9/2002
5969Kevin, <i>Unless you've lived it, on both the up and downside, it is Mike Buckley-6/9/2002
5968Hi John: One problem with my original post declaring that Siebel lost money forhueyone-6/9/2002
5967I'm sorry, Mike, I've gotta disagree on both points. The net result wilKevin Rose-6/9/2002
5966<i>First thing they generally do is cut the stock options, then can't Mike Buckley-6/9/2002
5965No, I think that we have to try to figure out what they are doing and hold them Hardly B. Solipsist-6/9/2002
5964<i>You surely don't think that even without stock options that these ghueyone-6/9/2002
5963You surely don't think that even without stock options that these guys are gHardly B. Solipsist-6/9/2002
5962Possibly. However, I believe Silicon Valley to be a very peculiar ecosystem thaKevin Rose-6/8/2002
5961<i>Maybe I ask Lieberman instead. :)</i> You know him? I didn'hueyone-6/8/2002
5960I thought Silicon Valley was successful because the bicycle route on Foothill Exhueyone-6/8/2002
5959Huey, Maybe I ask Lieberman instead. :) --Mike BuckleyMike Buckley-6/8/2002
5958<i>Hope you had a good bike ride! The Belmont was disappointing. :)</i&hueyone-6/8/2002
5957Huey, Hope you had a good bike ride! The Belmont was disappointing. :) <i&Mike Buckley-6/8/2002
5956<I>Senator Lieberman ... even threatened to get the FASB shut down. How hueyone-6/8/2002
5955ROFL: <i>But in the previous post you subtracted:...</i> No, when Stock Farmer-6/8/2002
5954Huey, <i>Senator Lieberman ... even threatened to get the FASB shut down.Mike Buckley-6/8/2002
5953<i>My eyes glaze over with all the accounting discussions.</i> I hahueyone-6/8/2002
5952<i>Destroy or disable stock options, and you'll kill the golden goose.hueyone-6/8/2002
5951<i>It wasn't until there was a huge political and public relations fiahueyone-6/8/2002
5950Thanks Huey. Maybe the fable will help clarify the issues for me. My eyes glazGary L. Kepler-6/8/2002
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