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


To: Melissa McAuliffe who wrote (2472)1/14/1999 10:30:00 PM
From: syborg  Respond to of 6974
 
Even if we have a pullback after earnings it should not be more than 4-5 points. I feel good about seeing a split this year given the new capabilities and new markets the 99 application suite will tap into.

syborg



To: Melissa McAuliffe who wrote (2472)1/14/1999 10:41:00 PM
From: Albert Youssef  Read Replies (1) | Respond to of 6974
 
I don't know if an exact date has been set because yesterday, Goldman's Rick Sherlund published the earnings calendar for his universe of stocks as they report in the upcoming quarter, and while he listed the exact release date for most of his stocks (for example PSFT reports after the close on 1/28), SEBL was listed as reporting after the close sometime during the week of 1/25.

By the way, his estimates are .16 for the quarter and .15 for the year, with a revenue estimate of 119MM for the quarter (vs. 69MM year ago). He also notes "some upside possible".