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

To: Boplicity who wrote (3982)	10/5/2000 2:14:30 PM
From: muckraker71	Read Replies (1) \| Respond to of 6974

Also, Dain Rauscher is not one of your powerhouse firms. Still, it's something to keep in mind. We will have to wait for guidance on the call.

To: Boplicity who wrote (3982)	10/5/2000 3:15:34 PM
From: Trader Dave	Read Replies (3) \| Respond to of 6974

Welcome Ben Rose Jr.!!! One of the weakest approaches to analysis I've seen in a long time. (This is despite the fact that most analysts are idiots anyhow.) What a load of crap. However, if he remotely believed what he was saying, it should have included a downgrade as well. What a complete coward!!! With built in room for backpedaling if necessary! (Cautuiously optimistic near term? I'm right if I'm wrong and I'm right if I'm right!!!! Woo hooo!!!) Increased competition is complete nonsense. Whatever happened to Vantive, SAP, and Oracle? Tough year over year comparisons? Obviously the guy's been around for a long time! maybe what? 270 days? wow, real sophistication. Uh, excuse me, but sebl has been facing tough year over year comparables for longer than this guy has known how to read or write! Product differentiation? Clearly this numnuts hasn't spoken to any actual systems integration partners or customers.... No single company has anything approaching the breadth or depth of functionality SEBL has created. Couple of customer losses? Gee, that never happens to the leader in a segment! growth rate no longer accelerating? D'oh! If SEBL sustains these types of growth for a few years that will be impressive. Note that consensus estimates for 2001 are for 35.5% growth, if sebl growth slows to 80% next year, they still blow through numbers. While I still think SEBL is a very expensive stock, but that piece of research should be a termination offense. TD