Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Robert New who wrote (26411)	2/3/2002 7:25:30 AM
From: puborectalis	Read Replies (3) \| Respond to of 99280

Siebel Systems (SEBL: news, chart, profile) is among the companies that is expected to give the skinny about its recently reported fourth quarter, while giving more color on its sales goals. Siebel recently touted that the company has increased its cash and investments to $1.66 billion in the fourth quarter from $1.15 billion a year ago. Meanwhile, Siebel's deferred revenue increased to $241 million from $231 million in the previous quarter. "Our numbers are not pro forma. They are what you see," said Kenneth Goldman, Siebel's chief financial officer, in a speech in San Francisco last week.

To: Robert New who wrote (26411)	2/3/2002 8:09:27 AM
From: exp	Respond to of 99280

Robert: Fair SPX/NAZ values may implicitly account for that as follows. Notice that the Fair Values are calculated by COMPARING equity (stock) returns to debt (bond) returns by equalizing earnings yields of the stocks with those of Ten Year bonds. Thus, increased retirement contribution, etc. may still favor bonds at the expense of stocks thereby holding stock valuations down to historical levels. In fact, I read a few days ago that some Wall Street outfit was calling for bonds to OUTPERFORM stocks over the next 20 years.