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

To: Mike Buckley who wrote (3946)9/28/2000 8:23:00 AM
From: Bruce Brown  Read Replies (2) | Respond to of 6974
 
You guys are having fun over here on the Siebel board. Mike in regards to revenue growth from some of the mid-market players, here's the last quarter breakdown:

KANA - 990% y/y sales growth in latest quarter

EPNY - 659% y/y sales growth in latest quarter

ARTG - 423% y/y sales growth in latest quarter

VIGN - 418% y/y sales growth in latest quarter

BVSN - 306% y/y sales growth in latest quarter

On a side note, the company that Siebel is acquiring, Janna Sytems, had 171% y/y sales growth in the latest quarter which followed a 94% and a 95% y/y revenue growth in the two previous quarters.

janna.com

BB



To: Mike Buckley who wrote (3946)9/28/2000 9:06:09 AM
From: lenpagon  Read Replies (1) | Respond to of 6974
 
Mike,

I stand corrected. The tornado in the middle market is still a tornado. It looks I am holding some chimps though...and time to consolidate...was going to wait after this quarter's reports. I spend much time lurking on G&K thread as well and strongly follow the "Manual". I am aware of your inclination to ensure correct/consistent use of terms. I will become increasingly active on that discussion group too.

Best Regards,

Len


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