Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Mike Buckley who wrote (3956)	9/28/2000 5:30:47 PM
From: muckraker71	Read Replies (1) of 6974

Certainly not 150% SEQUENTIAL??? Must be y/y growth. About 18-24 months ago, I was worried about pricing power in the mid mkt, and what that would do to the business model. Fortunately, those worries did not turn into real problems. I continue to believe that the firm's main challenges are internal. I don't know anything about hurricanes, tidal waves, or tornadoes. I do know that scaling from 400M to 800M (last year) was incredible, and scaling from 800M to 1.6B (this year) is even more incredible, and scaling from 1.6B to around 3B (next year) is close to obscene.

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