Siebel Systems (SEBL) - strong buy? Message Board

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Technology Stocks : Siebel Systems (SEBL) - strong buy?

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To: Trader Dave who wrote (2706)	4/20/1999 11:10:00 AM
From: syborg	Read Replies (1) of 6974

Well I would think the Y2K thing should be put to bed sometime around July when the analysts start talking to companies about their budget plans moving forward. Then we should see positive momentum on companies benefiting from inevitable expenditures. On the plus side for SEBL, I don't think they have grown revenues enough to be impacted by the Y2K issue. The market segment is growing at a rapid rate and $800M for FY99 would be a great number. Really not a whole lot of revenue as a goal compared to companies like ORCL squeezing revenue out of a relatively mature database market. syborg

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