| Message | Subject | Recs | Date/Time (ET) |
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The quarter is looking good. Also, rumor is Chuck likes Siebel. Goldman says | Siebel Systems (SEBL) - strong buy? | | 06/23/1998 01:03:00 PM |
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The name is familiar but I didn't even know he was missing so I am not the righ | Siebel Systems (SEBL) - strong buy? | | 06/17/1998 04:56:00 PM |
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Ice,
SEBL positives:
1) Well alligned with third parties (i.e, Andersen) w | Siebel Systems (SEBL) - strong buy? | | 06/17/1998 11:53:00 AM |
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The problems at Clarify and the problems at Manugistics were similar in some re | Manugistics, Inc. (MANU) | | 06/11/1998 05:18:00 PM |
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Its impossible to know if the A/R is worth major stress. The facts are that: Q | Advanced Fibre (AFCI) ** IPO | | 06/01/1998 07:02:00 PM |
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They call MSFT the ultimate gorilla so it deserves a double-weighting.
Let m | Gorilla Game | | 05/28/1998 02:26:00 PM |
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I believe SAP replaced PSFT at MSFT for back-office apps and it didn't hurt PSF | Siebel Systems (SEBL) - strong buy? | | 05/27/1998 06:00:00 PM |
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Agree with you secebra, it is not unusual for share sales after every quarterly | Manugistics, Inc. (MANU) | | 05/26/1998 12:48:00 AM |
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>>Or was your selling purely based on resetting your diversification scheme?
| Manugistics, Inc. (MANU) | | 05/24/1998 12:31:00 PM |
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"That which doesn't kill you makes you stronger" - nice quote to have on your p | Manugistics, Inc. (MANU) | | 05/24/1998 12:27:00 AM |
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I like your DCB number crunch. However, I think RMDY and RATL aren't relevant | Manugistics, Inc. (MANU) | | 05/24/1998 12:13:00 AM |
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No kidding. I got MANU'd today - missed the others.
| Gorilla Game | | 05/22/1998 04:34:00 PM |
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I think we should continue this Yahoo! chat discussion here (I couldn't seem to | Melissa and Shege go on a date! | | 05/22/1998 04:30:00 PM |
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Why would you ever go to San Jose to do anything but be a programmer hack? Sa | Vantive Corporation | | 05/22/1998 01:02:00 PM |
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The way things are going, if you can make your way to the Bay Area, you could j | Vantive Corporation | | 05/22/1998 12:49:00 PM |
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I would agree. Baan, JD Edwards and Oracle are the only real potential buyers. | Manugistics, Inc. (MANU) | | 05/22/1998 12:14:00 PM |
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>>The problem in the past was the valuation of manu or I2.
You are right. | Manugistics, Inc. (MANU) | | 05/22/1998 11:05:00 AM |
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Yah, that is the problem. Nobody really knows what happened. They had an anal | Manugistics, Inc. (MANU) | | 05/22/1998 10:41:00 AM |
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I'd let at least 8-10mm shares trade and then the stock will have likely adjust | Manugistics, Inc. (MANU) | | 05/22/1998 10:19:00 AM |
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>>HR and financial systems are less likely to be delayed than SCM software impl | Manugistics, Inc. (MANU) | | 05/22/1998 01:49:00 AM |
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>>Instead of blowing out Q4 numbers like they did, they could have easily saved | Manugistics, Inc. (MANU) | | 05/21/1998 09:06:00 PM |
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>>its very strange that they will take a loss since dso were down dramatically | Manugistics, Inc. (MANU) | | 05/21/1998 06:45:00 PM |
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Alex Brown kept their Strong Buy rating. Robertson downgraded it saying MANU i | Manugistics, Inc. (MANU) | | 05/21/1998 02:32:00 PM |
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I haven't spoken to the analyst but you have to wonder about a comment like "th | Manugistics, Inc. (MANU) | | 05/21/1998 12:19:00 PM |
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Sorry for jumping on ya chris, this insider selling stuff is just not an accura | Advanced Fibre (AFCI) ** IPO | | 05/20/1998 05:14:00 PM |
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Dave, can you make any sense out of the PEGA vs. VNTV relative valuations?
P | Vantive Corporation | | 05/20/1998 01:22:00 PM |
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Agree Dave but its always something with their quarter it seems. Given the val | Vantive Corporation | | 05/20/1998 10:40:00 AM |
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>>I doubt the intraday stock movement was the trigger.
My guess is the weak | Vantive Corporation | | 05/19/1998 06:30:00 PM |
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Sorry, I've been distracted by other 'Hot Subjects' on SI.
I think rising es | Siebel Systems (SEBL) - strong buy? | | 05/19/1998 06:14:00 PM |
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Hey Shege don't worry about it... I would be happy to keep your 'spouse equival | Melissa and Shege go on a date! | | 05/19/1998 06:05:00 PM |
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There is no news. Looking at my data, I peg downside to a little under $27. L | Vantive Corporation | | 05/18/1998 03:52:00 PM |
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re. SEC filings, I was a little confused by FSTW's 10-K statement which says:
| Firstwave Technologies, Inc. (FSTW) | | 05/17/1998 11:58:00 PM |
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Tom's a businessman and knows what it takes to succeed. You have to know and b | Siebel Systems (SEBL) - strong buy? | | 05/15/1998 04:01:00 PM |
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>>They can use Schwab as a reference
One problem with that, Schwab loves VN | Siebel Systems (SEBL) - strong buy? | | 05/15/1998 03:36:00 PM |
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>>Cisco wanting their money back?
Melissa, welcome to the wonderful world o | Siebel Systems (SEBL) - strong buy? | | 05/15/1998 03:26:00 PM |
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Goldman Sachs is defending Siebel today. After hearing from some sources that | Siebel Systems (SEBL) - strong buy? | | 05/15/1998 02:10:00 PM |
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>>These customers also represent a great base into which to sell these addition | SCOP -- Scopus Tech | | 05/11/1998 02:24:00 PM |
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To tell you the truth, I am confused on what Siebel is doing. They report good | SCOP -- Scopus Tech | | 05/11/1998 12:36:00 PM |
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>>sebl has another outstanding quarter
Why do you think that SEBL's March qu | SCOP -- Scopus Tech | | 05/11/1998 11:57:00 AM |
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MMC is an interesting company. It does network processors which basically repl | Gorilla Game | | 05/09/1998 08:14:00 PM |
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Kev, getting products out on time is pressure but I think you underestimate how | Clarify - upside to EPS | | 05/08/1998 09:40:00 AM |
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>>Oracle apps
My impression is that Oracle's business model is inherently fl | Baan (baanf) Lets TALK!!! | | 05/07/1998 07:30:00 PM |
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>>IMO the end of the SFA/CIS war is near and Seibel is clearly the victor.
I | Siebel Systems (SEBL) - strong buy? | | 05/07/1998 07:07:00 PM |
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Show me a CLFY takeout for $25, baby!
| Clarify - upside to EPS | | 05/07/1998 05:17:00 PM |
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>>When I add the general market risk, its just screaming sell short !
I know | Baan (baanf) Lets TALK!!! | | 05/06/1998 11:55:00 PM |
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Don't know about BRYO the stock but that business is crowded and per seat prici | Siebel Systems (SEBL) - strong buy? | | 05/06/1998 11:32:00 PM |
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If you like CTI, you might as well do some work on the fastest growing CTI soft | Genesys Telecommunications (GCTI) | | 05/06/1998 11:21:00 PM |
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>>We were talking about selling SFA to the VP of Sales.
I was talking about | Vantive Corporation | | 05/04/1998 09:44:00 AM |
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>>I always sold software that was more expensive than anyone else's and can't r | Vantive Corporation | | 05/04/1998 12:19:00 AM |
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I am mildly surprised to see it at $30 again. I am a buyer below $30. Very cl | Genesys Telecommunications (GCTI) | | 05/03/1998 01:30:00 PM |
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