SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?

To: Alan who wrote (5446)10/22/2001 1:08:36 PM
From: Timetobuy  Respond to of 6974
 
I don't think so. It's just that the results came in so much below what he guided for last time I think that it's getting priced for another guide down later in the quarter.

I'd still really like to buy sebl, but I'm a little worried about what results will be next quarter and whether he is correct about market share given that psft is ok again (from crummy comparables, but still puts up a flag in my mind).



To: Alan who wrote (5446)10/23/2001 1:37:15 AM
From: Mike Buckley  Respond to of 6974
 
did he raise a red flag on any other issues that would indicate the numbers would be less than stellar?

An analyst asked Tom if the first few weeks of October gave reason for him to be confident Q4 would, indeed, be in line with estimates. My impression was that Tom's response avoided the question rather than answer it. It didn't make me feel comfortable.

--Mike Buckley


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News