Siebel Systems (SEBL) - strong buy? Message Board

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Technology Stocks : Siebel Systems (SEBL) - strong buy?

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To: Wizard who wrote (2959)	7/20/1999 8:26:00 PM
From: aliveinsf	of 6974

DSO decline is good. CFO addressed issue in CC and said they didn't make the progress they had hoped for but pointed out that cash and investments increased by $110 million, while net income was $80 million (last six months)....this is very positive and indicative of a healthy balance sheet...the DSO comfort range pronounced by the CFO is high 80's to low 100's....a little more blocking and tackling will fix the problem..also the deferred revenues $57 million at quarter end, up from $50 million last quarter, put some modelst pressure on the number...this represents 57 million of collections and receiveables with no booked revenue...this has a tendency to overstate the number of DSO's as the receivable is present but the revenue isn't.... SEBL....good job....Adam Harkness analyst must be looking for work as he is clueless....ask Tom when SEBL was going to get a configuarator for their e commerce business and was dead silent when told Tom him it had been out for 2 YEARS>>>>>asleeep at the switch...must have been the same guy that put out the huge buy on candles back in the 1910's....never heard about electricity...

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