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: treetopflier who wrote (2293)10/27/1998 3:35:00 PM
From: Trader Dave  Read Replies (1) of 6974
 
Well, I gotta say, the few application companies in my portfolio have asp's well below the $500k mark. In addition, they typically have extremely rapid implementation and ROI. That's why even though supply chain is mentioned as a priority, I'm steering clear, I hate huge lumpy deals.

I just think SEBL is less of a target than you think. But, I can't comment with confidence about performance relative to expectations on SEBL specifically.

td
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext