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


To: Melissa McAuliffe who wrote (2161)10/14/1998 4:37:00 PM
From: eRM Solutions  Read Replies (1) | Respond to of 6974
 
Does any one have the CC # handy. Thanks in advance.

John



To: Melissa McAuliffe who wrote (2161)10/15/1998 1:43:00 AM
From: Reginald Middleton  Read Replies (2) | Respond to of 6974
 
Siebel systems reinvestment rate has dropped or leveled consistently for the last three quarters. Look for this to manifest itself in a lower growth rate in the near future. This phenomenon is commonplace in high growth companies that reach a certain mass. Consistent reinvestment is the primary precursor to shareholder value. For a table of the actual reinvestment numbers look here (registration required)- conference.vscape.net