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

To: DaYooper who wrote (4468)	3/1/2001 6:02:03 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 6974

Rory, Oracle's news may partially explain why Siebel's stock increased 17% today. :) Seriously, the two companies barely compete in the CRM space. In my mind, whether or not Oracle (the company) does well doesn't have a lot of impact on whether or not Siebel does well. More important, I wouldn't be concerned about Siebel over the long term just because their growth slows in a slowing economy so I sure wouldn't be concerned about Siebel over the long term jsut because Oracle's growth slows in a slowing economy. The PEG looks good even at 50%. Huh? I can't imagine even the rosiest estimates coming up with a PEG as low as 0.5. Where did you find that? (Don't tell me that you calculated it. Tee hee. :) Mike could you tell me why you disagree with consensus growth estimates? For the answer to that, check out: boards.fool.com However, be aware that there is a typo in that post. The next to last paragraph begins with, "Using an EPS of $1.27 in 2002, the resulting PEG is 1.45." Change $1.27 to $1.52 as explained earlier in the post and you've got it right. By the way, at today's closing price of $44.625 and the same assumptions desribed in that post written a week ago, the PEG is 1.21. --Mike Buckley