Siebel und die heutigen Qaurtalszahlen - 500 Beiträge pro Seite

[FOGehry]

Hallo zusammen,

hier etwas zur SIEBELS Quartalszahlen am heutigen Dienstag...

SEBL reports TOMORROW (Tuesday). They always report on the third TUESDAY following the close of the most recent quarter! Earnings WILL NOT disappoint, but that doesn`t mean much in terms of what the stock will do tomorrow or Wed. SEBL is a long term hold. The CRM market is just in its infancy with plenty of room still to grow. That is what makes SEBL an 800 lb. gorilla already, so its potential is staggering (cammie`s comments notwithstanding!). Like many longs here, we`ve ridden the rollercoaster with this stock, and it has yet to disappoint...it ALWAYS comes back, and in fact, leads the NAZ higher!

Quelle: Ranging Bull

Außerdem gab es auch keine Gewinnwarnung...

Was meint ihr?

Frank O. Gehry

[FOGehry]

Über 200 mal gelesen und keiner hat eine Meinung dazu...

Schade

F. O. Gehry

[JCDenton]

@FOGehry

Wie w:o schon schreibt, SEBL müssen die
Schätzung von 15 Cents pro Aktie übertreffen, am
besten wäre 17 Cents oder sogar 18 Cents, womit
sogar die Flüsterschätzungen übertroffen würden.
Wichtig ist, daß nichts negatives zwischen den
Zeilen steht und kein schlechter Ausblick
fpr die Zkunft gegeben wird.

Eine Punktklandung wäre besch... für den Kurs, bei
einer Punktlandung rechne ich mit 5-10 Prozent Kursverlust.
Wie verängstigt die Anleger sind, zeigt
das aktuelle minus von rund 3 prozent.

Aber ich glaube an SEBL, ich hoffe daß
die mich auch heute nicht enttäuschen!

Alles Gute
JCD

[Braumeister]

Tuesday January 23, 4:42 pm Eastern Time

Press Release

Siebel Systems Reports Revenue and Earnings For the Quarter and
Year Ended December 31, 2000

Q4 2000 Revenues Total $581.6 million Q4 Pro-forma Net Income of $106 million or $0.20 per Share

SAN MATEO, Calif.--(BUSINESS WIRE)--Jan. 23, 2001-- Siebel Systems, Inc. (Nasdaq:SEBL - news), the world`s leading provider of
eBusiness applications software, today announced results for the quarter and year ended December 31, 2000.

Net revenues for the fourth quarter were $581.6 million, compared with $275.9 million for the same period last year, an increase
of 111 percent. Pro-forma net income for the fourth quarter was $106.0 million or $0.20 per share, compared with pro-forma net
income of $39.2 million or $0.08 per share for the fourth quarter of 1999, increases of 170 and 150 percent, respectively.

Net income for the fourth quarter, which includes $26.5 million of non-recurring merger costs as a result of the OnLink
Technologies, Inc. and Janna Systems acquisitions, was $79.5 million or $0.15 per share, compared with net income of $31.1
million or $0.06 per share for the fourth quarter of 1999.

Revenues from license fees for the fourth quarter of 2000 were $365.2 million compared to $174.4 million in the fourth quarter
of 1999, an increase of 109 percent. Revenues from maintenance, consulting, and other services for the fourth quarter of 2000
increased 113 percent over the comparable period of the prior year.

Revenues for the year ended December 31, 2000 were $1,795.4 million compared with $813.5 million for the year ended
December 31, 1999, an increase of 121 percent. Net income was $123.1 million or $0.24 per share, compared with net income
of $56.9 million or $0.12 per share for the year ended December 31, 1999. Pro-forma net income was $257.9 million or $0.49
per share, compared with pro-forma net income of $110.0 million or $0.23 per share, increases of 134 percent and 113 percent,
respectively.

Pro-forma net income and pro-forma net income per share for Q4 2000 exclude merger costs of $26.5 million related to the
acquisitions of OnLink Technologies and Janna Systems, both of which closed in Q4 2000 and were accounted for as poolings of
interests. Pro-forma net income and pro-forma net income per share for 1999 exclude the accretion of mandatorily redeemable
preferred stock of OpenSite Technologies, Inc. (acquired by Siebel Systems in May 2000). Weighted average shares used to
compute pro-forma income per share in 1999 includes the conversion of the mandatorily redeemable preferred stock of OpenSite
Technologies.

Quarterly Highlights

The following highlights were announced or occurred since Siebel Systems` last earnings statement:

Siebel Systems Appoints Pat House to Board of Directors: Pat House, Siebel Systems Co-founder has been appointed to the
Board of Directors of Siebel Systems and named Vice Chairman and Vice President, Strategic Planning, Siebel Systems. Ms.
House will focus on strategic corporate planning and the formulation and execution of strategic business initiatives.

Siebel Systems Secured New Customers: Select new customers standardizing on Siebel eBusiness Applications in Q4 included:
AT&T Latin America Corporation; ALLTEL Information Services, Inc.; AMP Services Limited; Burlington Northern Santa Fe
Corporation; Cingular Wireless LLC; Genuity Solutions, Inc.; Goldman Sachs & Co.; Infonet Services Corporation; Novartis
Farmaceutica S. A.; The Procter & Gamble Company; Rational Software Corporation; Symantec Corporation; State of Kentucky;
United States Mint; Verio Inc.; and Walt Disney World Co.

Existing Customers Continue to Invest in Siebel eBusiness Applications: Additional orders from existing customers continued at a
rapid pace in Q4. Siebel Systems realized significant reorders from Abbott Laboratories, Inc.; American Express Corporation;
Bank of America Corporation; Bank of Montreal; Citibank Belgium SA; Cadence Design Systems, Inc.; Deutsche Bank AG;
Deutsche Telekom AG; Enron Energy Services, Inc.; Exodus Communications, Inc.; EXP@nets; GMAC Insurance; General Motors
Corp.; Northwestern Mutual Life Insurance Company; Sun Microsystems, Inc.; and Telecom Italia Mobile.

Siebel Systems Completed Its Acquisition of Janna Systems: Siebel Systems completed its acquisition of Janna Systems, a
leading developer of eBusiness software for financial institutions. Siebel Systems is integrating Janna Systems` software with its
Siebel eFinance product to provide customers with the industry`s most complete eBusiness solutions for retail banking and
brokerage, institutional finance, and insurance customers.

Siebel Systems Completed Its Acquisition of OnLink Technologies: Siebel Systems completed its acquisition of OnLink
Technologies, a developer of software technology that extends and complements Siebel Systems` market-leading position in
interactive selling and product configuration. Siebel Systems has integrated OnLink Technologies` software into the Siebel
Interactive Selling Suite, which shipped in December.

Siebel Systems and Compaq Delivered eBusiness Solutions for the Middle Market: Compaq, a Siebel Global Strategic Partner,
teamed with Siebel Systems to jointly offer pre-configured, optimized solutions for small and medium-sized businesses. These
integrated solutions, based on Siebel eBusiness, MidMarket Edition and Compaq server hardware, helped strengthen Siebel
Systems` position as the leading supplier of eBusiness applications to the middle market.

Siebel Systems Expanded and Enhanced Its Product Line: New products significantly enhanced Siebel Systems` market and
technology leadership in eBusiness applications software:

Siebel Interactive Selling Suite. Siebel Systems shipped the Siebel Interactive Selling Suite (ISS), an integrated suite of
applications that extend and complement Siebel Systems` leadership in interactive selling and product configuration. Siebel
ISS applications are designed to enable organizations to provide interactive advice, guidance, product configuration, and
dynamic pricing to more effectively engage and serve customers on the Web and across multiple communication channels.
Siebel Marketing Applications. Siebel Systems significantly enhanced the Siebel Marketing family of marketing automation
applications, adding broad new functionality that enables organizations to plan, manage, execute, and analyze the
effectiveness of marketing campaigns across all customer touchpoints.

Year 2000 Highlights

Siebel Systems Significantly Expanded its Global Alliance Programs: In 2000, Siebel Systems increased its alliance partner base
by 250 companies to more than 700, adding 6,000 newly trained Siebel consultants. New and expanded alliances included:

IBM. Siebel Systems and IBM completed the first year of their Global Strategic Alliance with more than 200 mutual
customer engagements. In addition, IBM rolled out Siebel eBusiness Applications internally to 3,000 users as part of a
55,000-user worldwide deployment.
Accenture. Formerly Andersen Consulting, Accenture became a Siebel Global Strategic Partner in August, broadening the
scope of its long-standing partnership with Siebel Systems to provide consulting and implementation services in support of
Siebel eBusiness Applications.
Avaya. A recent spin-off from Lucent Technologies, Avaya formed a Global Strategic Alliance with Siebel Systems in June to
jointly develop, market, and sell eBusiness solutions integrating Siebel eBusiness Applications and Avaya communications
technology used in customer contact centers and other areas of the enterprise.
Great Plains. In 2000, Great Plains continued to deliver its co-branded eBusiness solution, Great Plains Siebel Front Office,
adding more than 250 midmarket customers over the past year. Great Plains currently has more than 600 partner
organizations worldwide authorized to sell its Great Plains Siebel suite of customer-focused eBusiness solutions.

Siebel Systems Received Industry Accolades: Siebel Systems was broadly acknowledged by media and industry groups in 2000:

Business Week named Thomas M. Siebel, Chairman and CEO, Siebel Systems, as one of the top 25 managers in global
business for the year 2000.
Fortune Magazine named Siebel Systems the third fastest growing company and the fastest growing software company in
America.
Business Week named Siebel Systems the world`s second most influential high technology company and the world`s most
influential software company in its annual Technology 100 report.
Sales & Marketing Management magazine named Siebel Systems best American company at hiring top talent.
Industry Week magazine named Siebel Systems one of America`s top 75 manufacturing companies of 2000.
Siebel eBusiness Applications won the year 2000 Readers Choice Award from CRM and Intelligent Enterprise magazines,
and the second annual User`s Choice Award from Customer Support Management magazine and RealMarket.
Call Center Magazine inducted Thomas M. Siebel into its Hall of Fame in recognition for contributions to the business and
technology of customer service.

Siebel Systems Funded Graduate Scholarships: Siebel Systems established the Siebel Scholars Program, funding 55 scholarships
across 11 of the top-ranked graduate computer science and MBA programs in the U.S. Each institution received a $2.6 million
endowment from Siebel Systems, the investment proceeds of which are designed to support the Siebel Scholars program at each
institution in perpetuity.

About Siebel Systems

Siebel Systems, Inc. (Nasdaq:SEBL - news) is the world`s leading provider of eBusiness applications software. Siebel Systems
provides an integrated family of eBusiness applications software enabling multichannel sales, marketing, and customer service
systems to be deployed over the Web, call centers, field, reseller channels, and retail and dealer networks. Siebel Systems` sales
and service facilities are located in more than 37 countries. For more information, please visit Siebel Systems` Web site at
www.Siebel.com.

[jofromfo]

Die Bottom Line stimmt auf jeden Fall !! 20 cent anstatt der flüsterschätzung von 17 cent !! die story stimmt!!
eine siebel bleibt bei mir auf jeden fall die nächsten 3-4 jahre noch im depot unabhängig von allen marktturbulenzen !!
weiterhin allen siebel-aktionären eine gute performance!!

[Hurrrtz]

Wie stehen sie denn nachbörslich?

Ich sehe nur den letzten kurs von 16.26 Uhr
bei 78 Dollar.

H.

[FDN]

Sieht doch sehr gut aus alles

[Broker_Marvin]

Wenn man das liest, dann fängt man fast an zu heulen, so schön ist das.

Ich wundere mich nach wie vor wie wenig Resonanz diese
Aktie im Vergleich zu den Let´s Buy it. Irgendwas Werten
genießt.

SUPER.

Marvin

[Broker_Marvin]

Jetzt nachbörsliche Kurse sichtbar.

+8% sehr schön.

DANKE SIEBEL

[User67]

Ein Tag zum Feiern !

Gruß an alle SEBL Aktionäre

[Braumeister]

Moin

Super Zahlen!

5:11 PM
83 57/64
+6 17/64
+8.07%
weiter steigend!!!!!!!!!
http://finance.yahoo.com/q?s=sebl&d=e

BM

[FDN]

Ja, jetzt gehen sie durch die Decke. Sind ja auch Superzahlen, 33% über den Erwartungen- welche Firma schafft das im Moment schon ?

[Hurrrtz]

Ha, jetzt sehe ich`s auch!

86 3/4

H.

[Broker_Marvin]

Meine lieben Mitaktionäre

Da Commerce One heute auch ca. 20% zugelegt hat, wird
dieser Tag als sehr positiv abgehakt.

Na ja, und die Zahlen und Aussichten von EMC waren ja auch klasse.

DANKE SIEBEL.

Gruss
Marvin

[conair70]

vielen Dank an den Braumeister!
hatte eigendlich zuvor schon ein schlechtes Gefühl,
was die Zahlen angeht!
aber nun ist ja die Woche wieder gerettet!

[Mr.Dausend]

Habe mir vor den Zahlen heute zum 1. Mal Siebel gekauft, war
zunächst leicht enttäuscht, weil fast alles bis auf Siebel heute
super lief, aber anscheinend habe ich doch nicht danebengegriffen.
Auf steigende Kurse, euer Neuaktionär!!

[NoamX]

...nach den Zahlen zu urteilen nichts Neues bei Siebel...

[Braumeister]

Hi!


Die guten Zahlen haben wohl viele überrascht(me also).
Ich denke wir hören Morgen so manchen "überraschten"
Analysten!
=> Siebel Systems Upside Likely a Surprise to Analysts


BM

[Sir Tom]

Zur Siebel und ihrem Gorilla Tom S. gibst auf
....
http://www.vip-x.de netten Lesestoff.
...
Die 4.Q mit 0,20 $p.S. sind topp und in diesem Jahr wird
der Markt einige Wettbewerber verlieren- Gauss Interp. z.B.
.......
Die Aktie ist zwar hoch bewertet, aber für eine Anlagedauer
> 3 Jahre zu diesen Kursen prädisteniert.
...

Gruß an alle Siebelínaer und Nerven zeigen- oder konsequent traden
wünscht
SirTom

[Motherslittlehelper]

@Sir Tom

Sprich bitte nicht in Kürzeln / Verweisen, sondern Klartext!