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 (4172)	12/19/2000 9:51:05 AM
From: Trader Dave	Read Replies (2) of 6974

I can't say there's anything new or intelligent in the piece. Since when does 15% sequential growth (after a year of much higher sequential growth) equal 40% year over year? Gee Brent, what is 1.15 to the fourth power? I thought basic math was a requirement for analysts. More to the point, I'm not even sure the evidence is there that enterprise growth is slowing that much. Thill may be right for the wrong reasons. Broadly the piece is silly (and if read thoroughly most people will realize it says almost nothing.) That doesn't offset the cancer of perpetual licensing and the fact that every uptick in the current market is viewed as a selling opportunity. It will be interesting to read thill's convoluted analysis of q1 results. TD

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