Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Boplicity who wrote (6017)	6/12/2002 10:24:16 AM
From: JakeStraw	of 6974

Siebel Systems (Nasdaq: SEBL) CFO Kenneth Goldman said Tuesday at the Bear Stearns technology conference that the June quarter was shaping up to be as difficult as the previous period, which CEO Tom Siebel described as one of the worst ever in the IT industry. We are not surprised by these comments and see little reason for spending to improve until corporate profits rebound. However, once spending does pick up, we think Siebel will be one of the software companies that will tear the cover off the ball. With the stock trading below our fair value estimate, we'd be buyers. biz.yahoo.com

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