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.

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

To: Trader Dave who wrote (1599)	5/19/1998 6:14:00 PM
From: Clam Clam	Read Replies (1) \| Respond to of 6974

Sorry, I've been distracted by other 'Hot Subjects' on SI. I think rising estimates are a key part of all growth stocks. If estimates don't rise, the stock won't either. However, the June estimate for SEBL looks like a lay-up. Most of the analysts are modeling meager growth already. It they only meet these estimates, the stock will go sideways at best, IMO. I was thinking they need 13-15% sequential revenue growth (standalone) and a little growth (0-5%) out of SCOP. That would blend to about 10% which is not all that exciting but would keep the stock in its current range.