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


To: Knighty Tin who wrote (1126)2/27/1998 8:20:00 PM
From: damniseedemons  Read Replies (1) | Respond to of 6974
 
Hi Mike,

Siebel is potentially the PeopleSoft of front-office software. I know that's cliche-ish, but oh well.

Valuation-wise, SEBL compares favorably to PSFT: Siebel's revenues and earnings are slightly larger than PeopleSoft's were as each company's market capitalization neared $2 billion. But Siebel has a growth rate of roughly twice that of PeopleSoft at the time.

I thought it was a very interesting stat and went nicely with my story...

investor.msn.com

-Sal