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

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To: mtnlady who wrote (3211)1/24/2000 10:08:00 PM
From: Trader Dave  Read Replies (2) of 6974
 
<<...to get revenue growth spurting again...>>

What on earth are you talking about? I don't think there's ever been a software company this size growing this quickly.

It will be a miracle if they can sustain this rate of growth.

Frankly, I'm hopeful the can enter the b2b arena with some form of a repeat revenue business model. Eventually, all perpetual license model software companies die a painful death. SEBL is in the early innings in the market so there's room to create new businesses, but expecting an acceleration from 1999 rates would seem rather pie in the sky.

TD
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