Opinions
Noah Blackstein, B.A., CFA
Siebel Systems
SBL-T
DON'T BUY
Feb 01, 2001
Don't know who is going to be a winner re hand helds
$63.000
Stock price when the opinion was issued
computer software
processing
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BUY
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.
computer software
processing