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

To: Shane M who wrote (4658)	3/19/2001 2:40:48 AM
From: Patricia Trinchero	Respond to of 6974

I went to the Siebel Classic tournament for the Senior PGA . They put on a great tournament......it was very well organized and I was impressed!Siebel did a first class job on this Silicon Valley Siebel Classic! All the proceeds were donated to local charities.

To: Shane M who wrote (4658)	3/19/2001 10:38:18 AM
From: tekboy	Respond to of 6974

the tech wiz speaks... To:Uncle Frank who started this subject From: Mike Buckley Monday, Mar 19, 2001 10:10 AM Respond to of 40570 I've mentioned that I think it's reasonable to expect Siebel's 2003 EPS to be $1.50 which at the time was about $.50 higher than consensus estimates and is now $.56 higher than lowered estimates. After learning of Intel's expectation of a 25% decrease in revenue, to be cautious I lowered my expectation about Siebel from $1.50 to $1.15. If you buy into that scenario, a Siebel stock price of $25 implies a Fool Ratio of 1.00. The last time I noticed a Fool ratio so low for such a dominant, young gorilla capitalizing on such a rapidly growing market was when Ericsson capitulated to Qualcomm. If you were excited about buying Siebel in the range of $80 to $120 because it was rising so fast, I surely hope you're much more excited about buying Siebel now on improved fundamentals and a far better relative valuation. But do your own homework and don't make any investment decisions based on anything coming from my keyboard. --Mike Buckley