Stockchase Opinions

John Zechner Siebel Systems SBL-T DON'T BUY Oct 18, 2001

Getting competition. Could drop further.
$27.910

Stock price when the opinion was issued

computer software processing
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Expects a further drop.
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Will have short term problems.
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Financially secure. Dominant player in their sector. Orders are slower now, but will pick up with economy.
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Faces near term challenges. Have new software to expand their production line. Earnings growth is modest.
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Good company. On a 5 year outlook it will be a good hold.
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Good company.
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Should grow over the next year.
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Sales will probably stay down for 2/3 years.
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Next generation of set top boxes. They had some big contracts and good earnings announcements. The market reacted badly to a comment that a major customer had put things on hold. It should not affect their earnings until 2017 at least. This is probably an excellent entry point.