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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?


To: Trader Dave who wrote (3525)5/2/2000 12:10:00 PM
From: mtnlady  Respond to of 6974
 
"The monsterous Siebel pipeline of 7, 8 and 9 figure deals"

Low whistle.. wow.. :D!! Mike what do you think? Remember when Moore said that the gorilla's would be adjusted up from time to time as the market under estimates their earning potential? Mr. market aside.. Siebel is going to ABSOLUTELY be kicking some 'you know what' by the end of this year. Next year I will no longer get blank looks from stock brokers when I discuss Siebel. They will begin to be as well known as Oracle. Of course.. cause .. they are either a) on main street now with traditional CRM (not e-commerce b2b CRM+) or b) within 6-8 months of being there. And we haven't even scratched the surface yet because NOBODY knows (except those that follow Siebel closely) about Siebel's extremely strong push into e-commerce and the b2b market. Compared to CommerceOne, ITWO, ARBA etc.. Siebel's PE ratio is still half way reasonable.



To: Trader Dave who wrote (3525)5/2/2000 2:56:00 PM
From: Hardly B. Solipsist  Respond to of 6974
 
Don't be shy, tell us what you really think!

You know more about this business than I do, but I've been convinced that SEBL is unstoppable for almost 5 years now. So far they keep exceeding my expectations.