SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Siebel Systems (SEBL) - strong buy?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: shamsaee who wrote (4503)3/2/2001 11:53:00 PM
From: Mike Buckley  Read Replies (2) of 6974
 
shamsaee,

You need to use a calculator instead of eye-balling the numbers. :)

The current yearly estimates on sebl are quite far apart any where from .70 to .84 cents a share. If you took the low estimate it is still about 95% growth ... On the high estimate it is growing at over 120%...

The trailing EPS is $.54. The low estimate assumes 30% growth and the high estimate assumes 56% growth. You're right that the stock is trading roughly at 55 times the low estimated earnings (actually, 51) and 43 times the high estimate.

That tells you the market is not buying those figures and is definitely looking for a miss.

If I understand the logic of your post and am correctly applying it to the accurate numbers, the market is now looking for Siebel to meet estimates whereas it was previously expecting Siebel to beat them. Do I understand your logic and apply it correctly?

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext