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

To: Rick who wrote (39345)	2/15/2001 9:34:37 PM
From: Rick	Read Replies (1) \| Respond to of 54805

SSB on Siebel: 3H (neutral, high risk): Jnauary 24, 2001 "As expected, SEBL reported extremely strong 4Q00 results, surpassing both our revenue and earnings forecasts. Total revenue and earnings of $582 million and $0.20, exceeded our forecasts of $549 million and $0.15 and consensus of $534 million and $0.15 respectively. The company stated that it was comfortable with previous consensus estimates for FY2001, but did not raise these estimates. We are raising our FY2001 revenue and EPS estimates from $2,679MM and $0.72 to $2,729MM and $0.74 respectively. Strong fourth quarter results do not change the three concerns we have going forward; 1) Decelerating revenue growth 2) An increasingly competitive landscape and 3) Expansion into the middle market. We are maintaining our 3-H rating and our $92 price target." - Fred