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


To: JakeStraw who wrote (5430)10/19/2001 9:59:48 AM
From: mtnlady  Read Replies (1) | Respond to of 6974
 
We have to keep things in perspective. PeopleSoft was not doing very well as a company a year or two ago. They are coming out of it now. Therefore their year-to-year comparisons are not quite the same as comparing Siebel's year-to-year. Also PeopleSoft's percentage of income from new sales wasn't all that good (50 something % wasn't it?). It seems like Siebel's was higher but I can't get my link to Siebel's report working right now.



To: JakeStraw who wrote (5430)10/19/2001 8:24:54 PM
From: muckraker71  Read Replies (1) | Respond to of 6974
 
SEBL's lic rev, even after the 37% drop, still exceeded PSFT's. I'm not too worried here, but I do plan to listen to the call to see about their progress on CRM.