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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Stan V. who wrote (2958)7/20/1999 7:00:00 PM
From: Wizard  Read Replies (2) of 6974
 
The DSO is just a check on revs and validates rev growth but when a company shows big upside to estimates, this is a better validation of company health than DSO analysis. SEBL grew revs 23% sequentially and blew away estimates again. (A/R went up 17%). The quarter was clean. However, as I pointed out earlier, the SEBL story depends on closing on their pipeline and this is a blocking and tackling issue. As far as the stock goes, it probably depends on what Fidelity wants to do with their 13 million shares.
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