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

To: syborg who wrote (3680)	7/18/2000 7:47:44 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 6974

You're right, syborg. Thanks for catching that! --Mike Buckley

To: syborg who wrote (3680)	7/18/2000 11:18:03 PM
From: Trader Dave	Respond to of 6974

huge sequential license growth decline in ar dso to 74 days, increase in deferred revenue, replacing howard graham, all pretty solid news. but dunno what the valuation should be. compared to some of it's peers, sebl is a bargain, but on an absolute basis it is damned expensive. i've never seen a software company sustain these kind of growth rates at this size, if they hold share and the crm/prm/ecrm markets are a multiple of the erp market (easy for me to see) then sebl could well be 4 to 8 times bigger than sap at its peak.... i find it interesting that sebl numbers were almost IDENTICAL to broadcom numbers, what a difference in valuation. TD