Siebel Systems SEBL
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Oracle Could Leap On Cloud In 2013
… smaller companies and integrating them nicely under its roof. During the last decade, Oracle acquired PeopleSoft (2005) , Siebel Systems (2006) , Hyperion (2007) , BEA Systems (2008) , and Sun Microsystems (2010) . More recently, Oracle has acquired …
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Coty Closes Door on Avon Deal
We will review the financial and strategic details of Oracle's ORCL offer to purchase Siebel Systems SEBL for $5.85 billion, but we do not expect the deal to change our fair value estimate of $17 per share. Net of Siebel's …
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Encouraging Results from Oracle
… faced harsh criticism over the past couple of years as it swallowed up application companies like PeopleSoft, Retek, and Siebel Systems . Critics have suggested that Oracle is merely cobbling together mature application companies in an attempt to milk a lucrative …
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The New Face of Software
… Oracle recognized this opportunity and went on an acquisition spree, gobbling up software companies including PeopleSoft and Siebel Systems and inheriting customers with lucrative and long-running support contracts. Then SAP attacked. SAP is selling cut …
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Oracle Releases 3Q Earnings
… order to ride out the inevitable pains of integrating its acquisitions of application providers PeopleSoft/JD Edwards and Siebel Systems . We believe Oracle needs to accomplish two key milestones over the next two years: 1) successfully digest its large acquisitions …
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Siebel Deal Should Close Soon
We expect Oracle's ORCL $5.85 billion acquisition of Siebel Systems SEBL to close in early 2006. It is unlikely that the deal will suffer regulatory problems, given that the PeopleSoft purchase has …
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Good Deal for Siebel Shareholders
Oracle ORCL agreed Monday to purchase rival software maker Siebel Systems SEBL for $5.85 billion. We're raising our Siebel fair value estimate to $10 per share from $8.25 to reflect Oracle's $10 …
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Are Options Hurting Your Stocks?
… Systems BEAS 22% Multimedia Games MGAM 21% Neurocrine Biosciences NBIX 21% Amer. Axle & Mfg. Holdings AXL 20% Siebel Systems SEBL 20% Corinthian Colleges COCO 18% Veeco Instruments VECO 18% Credence Systems CMOS 18% NVIDIA NVDA 17% Citrix …
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Cutting Siebel's Fair Value
We fear Siebel Systems ' SEBL March-quarter earnings warning could be only the beginning of its struggles. As a result, we've lowered our growth and margin …
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Value Investing in Today's Market
… stars by Morningstar analysts reveals two names: Siebel Systems SEBL and NetIQ NTIQ. Both of these stocks have declined ..... reporting disappointing second-quarter results. Siebel Systems , a leader in customer-relationship-management …