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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Uncle Frank who wrote (6154)7/17/2002 8:01:33 PM
From: Lizzie Tudor  Read Replies (1) of 6974
 
what license numbers were you expecting? I was looking for 150mm. I think the call was quite negative (I've since listened to it) and thats what drove the stock down $1 ah. The initial reaction to the numbers was about flat. I believe pacific crest and Bear were looking for revenue in the mid 300's range. I will post my notes from the call later after I listen to the replay.

One positive thing to point out (the only one!) - is that Tom said Q4 often accounts for 38-40% of yearly license revenue. The pipeline estimates are showing nothing to exclude that this time around, however, they are forecasting Q4 exactly the same numbers as Q3. So there is the chance of an upside surprise ala Oracle for Sebl Q4.
L
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