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


To: Trader Dave who wrote (2233)10/24/1998 12:19:00 AM
From: Mike Buckley  Respond to of 6974
 
>>Now we've got a well executing company...<<

As Jay Leno would say, "Yes siree Bob." Of the four independent front-office companies with the most revenue, Siebel had a minimum of three times as much revenue in Q3 as any of the other three. Though Siebel is working off a much higher dollar base of revenue, the sequential rate of growth was as high or higher than its much smaller counterparts.

--Mike Buckley



To: Trader Dave who wrote (2233)10/25/1998 2:25:00 PM
From: Lee L.  Respond to of 6974
 
TD, what has Sebl said that makes you say i remain uncomfortable with many of the management comments which i know haven't been truthful?

I believe that S'99 will be solid. Sure, it may be buggy Q199, but does that really matter? Customers will moan and log faults, Sebl will fix them, and then all will be forgotten. All the while, sales will continue to roll in.