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 10:51:17 AM
From: muckraker71	Read Replies (1) of 6974

60% y/y growth in Q3? What's that? I seem to recall topline growth of 130%+ in Q3. Tom has been widely quoted as saying "growth will slow" going forward. He said it in a CNBC interview earlier this month, and he said it on the Q3 con call. Furthermore, I (often) follow Chuck Phillips at MSDW, and he was quoted as saying SEBL's growth would slow into the mid 40% range. That's obviously conservative, but coming off of 100%+, a dramatic slowdown should already be priced in the stock. In fact, Yahoo shows next year's earnings estimate at .66 from .47 this year. That's about 40% earnings growth. I haven't read Thill's note, but I'd surprised if there was anything new or substantial in the note.

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