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

To: Melissa McAuliffe who wrote (2158)10/14/1998 4:18:00 PM
From: Trader Dave  Read Replies (2) | Respond to of 6974
 
It's not the results to focus on, it's the guidance.

hey amsterdam, do you really think SAP has what it takes to build a great front office suite? It certainly wasn't baan folks that lead the aurum development efforts.



To: Melissa McAuliffe who wrote (2158)10/14/1998 4:24:00 PM
From: Trader Dave  Read Replies (1) | Respond to of 6974
 
$0.14 vs $0.13 estimate. isn't this the weakest "expectation beating result they've had?" That's the problem with the expectations game.


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