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Technology Stocks
Siebel Systems (SEBL) - strong buy?
An SI Board Since July 1996
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6974 178 0 SEBL
Emcee:  Nick Tingle Type:  Unmoderated
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6199I posted my notes from the psft cc here - Message 17759684 Conway takes a few jLizzie Tudor-7/18/2002
6198For the first time in a long, long time, it looks like tomorrow that PSFT's A.L. Reagan-7/18/2002
6197<i>Perhaps the CRM issue will be addressed by PSFT in its call, since theyMike Buckley-7/18/2002
6196<< siebel will likely significantly curtail their issuance >> ThisDavid Howe-7/18/2002
6195Sybase and PSFT apparently did OK, at least on the "headline" level. TA.L. Reagan-7/18/2002
6194<i>Total shares outstanding increased by 33M shares further dilution) thisA.L. Reagan-7/18/2002
6193<i>What if the CSCOs, EXTRs you mention slow down further?</i> WellLizzie Tudor-7/18/2002
6192Siebel Systems Shares Sink to 3-Year Low Thu Jul 18, 11:17 AM ET NEW YORK (Reustockman_scott-7/18/2002
6191Worldwide CRM Spending to Reach $19.6 Billion by 2005 Growth varies by vertical puborectalis-7/18/2002
6190<<You sound like an intelligent person, yet you conveniently misstated &quchojiro-7/18/2002
6189chojiro, Up until now, I was willing to consider your arguments. But the follmuckraker71-7/18/2002
6188chojiro, <i>there were 51 deals gone off in the $1-3M range vs. 63 in Q4(Mike Buckley-7/18/2002
6187Thanks for taking the time! ManiMani1-7/18/2002
6186<<260K/year revenue per employee goal 220K/year goal expenses per employeechojiro-7/18/2002
6185<<... my guess is about 2pts downside max. (just a guess)>> Lizzy, chojiro-7/18/2002
6184<<Later, dood. Much later>> I don't think I would enjoy it too chojiro-7/18/2002
6183>> My reputation is that of no bullsh!t. Was. Later, dood. Much later.Uncle Frank-7/18/2002
6182<i>>> It's on it's last breath folks <<I'd say thaLizzie Tudor-7/18/2002
6181Lizzy, thanks for the notes. It has provoked me to listen to theCC myself. I dochojiro-7/18/2002
6180<<Don't you usually give it a day or two before you rub it in? >>chojiro-7/18/2002
6179hmmm... clever! Wish I'd thought of doing that. They did say at some pointLizzie Tudor-7/18/2002
6178with the expensing of stock options, siebel will likely significantly curtail thmuckraker71-7/18/2002
6177Lizzie, thank you very much for the notes. I was planning to listen to the callmuckraker71-7/18/2002
6176I think we are seeing the destructive effect of dilution in a weakening economy/Thomas Tam-7/18/2002
6175I agree Uncle Frank. This is a really bad report, but it doesn't mean the smuckraker71-7/17/2002
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