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No. of Recommendations: 1
Here's my analysis with corrected numbers and Clarify added as a competitor. 
Keep in mind that Siebel would not be considered a classic rule maker because 
its sales are less than 1B and they've initiated debt. When ranked against only 
Dendrite and Clarify (not Oracle) Siebel's score improves to 41. For a good 
look at the numbers from a different angle check out YouJest's posts at
http://boards.fool.com/Message.asp?id=1240091000192000&sort=postdate and
http://boards.fool.com/Message.asp?id=1240091000192005&sort=postdate


Financial AnalysiCompany Being Evaluated                        Competitor #1   Competitor #2  Competitor #3

                 Siebel Systems                                    Oracle         Dendrite        Clarify
                   1999 Annual    1998 Annual  Year-over-Year     2Q 00 TTM      1999 Annual    1999 Annual
                   12/31/1999     12/31/1998      Growth         11/30/1999      12/31/1999     12/31/1999
Income Statement Released 1/25/00
  Sales                     791            410     92.9%                 9,323            172            231
  Cost of Goods S           181             71    154.9%                 5,805             75             55
  Net Income                122             44    177.3%                 1,442             19             15
  Shares Outstand           226            202     11.9%

Balance Sheet . . .
  Cash & Equivale           806            233    245.9%                 2,134             65             58
  Current Assets          1,129            386    192.5%                 4,400            100            142
  Short-term Debt             0              0    No Debt                    3              0              0
  Current Liabili           251            156     60.9%                 2,471             22             79
  Long-term Debt            300              0 Initiated Debt              301              0              0
                                                                              1              1              1Competitors
Margins & Ratios . . .
  Gross Margins            77.1%          82.7%    -5.6                   37.7%          56.4%          76.2%      56.8%
  Net Margins              15.4%          10.7%     4.7                   15.5%          11.0%           6.5%      11.0%
  Cash-to-Debt              2.69       No Debt!Initiated Debt              7.02       No Debt!       No Debt!       7.42
  Net Cash                 506.0          233.0   117.2%                 1830.0           65.0           58.0      651.0
  Fool Flow Ratio           1.29           0.98    31.2%                   0.92           1.59           1.06       1.19


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Ranking Rule Makers

1) Brand          Points (0-1)                                3) Financial Dire Points (0-3)
Familiarity                    0                              Sales Growth                   3
Openness                       1                              Gross Margins                  0
Optimism                       1                              Net Margins                    3
Legitimacy                     1                              Shares Outstandin              0
Inevitability                  1                              Cash-to-Debt                   2
Solitariness                   1                              Fool Flow Ratio                0
Humor                          1                              Expansion Potenti              2
  Subtotal                     6                                Subtotal                    10

2) Financial Loca Points (0-2)                                4) Monopoly Statu Points (0-4)
Mass Market Habit              1                              Gross Margins                  4
Gross Margins                  2                              Net Margins                    2
Net Margins                    2                              Net Cash                       0
Cash-to-Debt                   2                              Fool Flow Ratio                0
Fool Flow Ratio                0                              Convenience                    4
Your Interest                  1                                Subtotal                    10
  Subtotal                     8
                                                              5) Your  Enjoymen              1

                   Total Score               35 Third Tier
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