Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (20239)	3/15/2000 10:16:00 AM
From: Bruce Brown	Respond to of 54805

RE: SEBL Yes, of course I was neglecting the seasonality as it has an effect on more than just the CRM industry. I should have been thinking more of y/y not being flat in terms of revenue growth in terms of a percentage. BB P.S. Looks like some of the old Silverbacks like Cisco and Intel are hanging in there today. I believe Intel has a 100% 52 week return and their investment portfolio is worth more than Monkey AMD's current market cap. A little reality check to put things in perspective - not that we didn't know: siliconinvestor.com

To: Mike Buckley who wrote (20239)	3/15/2000 2:06:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

"I wouldn't assume anything significantly better than a flat showing." Mike, I for one am not expecting ?flat? earnings for Siebel this quarter for the following reasons. First, last quarters earnings were WELL managed by Siebel. They could have blown away their numbers and did not. As someone who works there stated concerning last quarters earnings. ?I have never seen the sales channel handled with such lack of urgency?. I.E. they were holding back on sales last quarter to make sure they had plenty in the tank for this quarter. And they knew they had last quarters earnings ?well in hand? so why not? In addition just look at what?s in store for us this quarter?(!) - IBM ? Largest CRM deal ever made (55,000 IBM users, 30,000 IBM business partners etc.. etc..). Tom stated that no IBM?s earnings were included in last quarters numbers. - Department of Defense Transportation Command. Siebel, via AMS, moving into the government sector in a big way. - British Telecom ? creating the ?World's Largest-Volume Communication Ordering System? - Add Deutsche Telecom to the telecommunications list of customers? (3rd largest carrier worldwide) - Home Shopping Network ? another 3,000 Call Center and Telesales sites. Not to mention a great ?lead? customer for this market segment! - Yahoo ? another huge win for a flag ship e-commerce customer! - GM?s Saturn (15,000 Saturn retail folks). And there are many others but I got tired writing about there.. In short? YES.. I think Siebel will ?make? their numbers this quarter.. and then some. Other interesting ?tidbits? that will affect Siebel in the short term future? Partnerships: - Too many to count ? at least right now. IBM, ITWO stand out in my mind as huge ones. Other upcoming major events ? other than blow out, yet well ?managed?, earnings: - Stock split? it?s going to be announced soon. Rumor has it 3 for 1 now. - Release of the Siebel2000 product line. Full bore e-CRM? taking CRM into directions never thought of a couple of years ago (i.e. redefining CRM into much broader categories.. moving strongly into e-commerce). - Possible SP500 addition. Article has penned JDSU and SEBL as the two top candidates for addition.