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

To: DaYooper who wrote (4457)	3/1/2001 10:46:35 AM
From: BI*RI	Respond to of 6974

Check out the Yahoo Research page on SEBL for the info you want: biz.yahoo.com Marc

To: DaYooper who wrote (4457)	3/1/2001 10:50:52 AM
From: David Howe	Read Replies (1) \| Respond to of 6974

For past Revenue by quarter and also EPS per quarter you can still click on "financials" here on SI. You're right, they don't have the "estimates" page working, but the historical numbers are up to date. For estimated earnings go to the Nasdaq site. You'll find them fairly easily. On SI they post the past earnings including all charges. They don't show you the pro-forma earnings that are generally accepted by analysts. FY2001 EPS is currently estimated at $0.74 and the analysts have been adjusting it lately so I feel fairly confident in this number, assuming the economy doesn't take a drastically worse hit than it already has. That EPS would give SEBL a PE of 51. About their estimated growth rate. Note, the average PE for a company in the software business is apparantly 172. Not a bargain by any stretch of the imagination. SEBL on the other hand is the flat out leader in a growing industry (CRM). FWIW, Dave

To: DaYooper who wrote (4457)	3/1/2001 1:10:25 PM
From: Elmer	Read Replies (1) \| Respond to of 6974

quicken.excite.com

To: DaYooper who wrote (4457)	3/2/2001 1:24:19 AM
From: shamsaee	Read Replies (1) \| Respond to of 6974

I use www.earnings.com. I love the site,Since I work fulltime and have not got the time to read and check on a daily basis what is going on. It gives me email alerts,conference call details,earnings forcasts,analyst downgrades/upgrades and also has a Peg calculator. I was away yesterday watching Mr.Woods yesterday and see that today is going to be tough with orcl warning. If you were to buy Sebl today in the mid 30s you are buying it at about 50 times earnings on the low estimate for 2001 and about 42 times earnings on the hi estimate of 2001. All in All a very good purchase for one of the premiere software companies of the coming decade growing between 30 to 50% per year.