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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (15871)1/23/2003 9:56:16 AM
From: stockman_scott  Respond to of 57684
 
09:27 ET Symantec upgraded to Buy at Janney; target raised to $56 (SYMC) 45.55: -- Update



To: Bill Harmond who wrote (15871)1/23/2003 12:43:10 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
Siebel said it sees license sales growing 5 percent sequentially to between $130 million and $150 million in the first quarter.

OK so very simplistically, 20% growth for sebl this year- note this is licenses, so a meaningful gain.

Now lets see if these companies can hold this momentum. We should know by March again, except for the war clouding things, still in 2mos or so we'll know if this is a real upgrade cycle or not.