Although Siebel is paying ordsprog

en Although Siebel is paying a hefty premium for this small company, its large market cap should enable it to absorb this acquisition with modest dilution this year and none next year.

en You are paying such a hefty premium for small caps because you are expecting that earnings growth is going to continue to be better than large caps. But I think they are going to be comparable.

en You are paying such a hefty premium for small caps because you are expecting that earnings growth is going to continue to be better than large-caps. But I think they are going to be comparable.

en You are paying such a hefty premium for small-caps because you are expecting that earnings growth is going to continue to be better than large-caps. But I think they are going to be comparable.

en [Walton, who was running PeopleSoft applications at Spirent, also a big Siebel shop, said the acquisition bodes well for him. Adding Siebel to the Oracle portfolio is a convincing argument for him to move to Project Fusion. However, it will take time to see how things shake out.] Action often lags talk, ... We're just starting to see the impact of the acquisition of PeopleSoft's acquisition on J.D. Edwards applications. I expect we'll find out more in a year or so.

en Siebel has provided a consistent vision for the CRM industry for over a decade. With Customer Adaptive Solutions -- and everything they represent -- the company is laying out a new vision for customer facing applications that are more flexible and better able to accommodate customer input. This will enable Siebel users to be more responsive to customers and enable the kind of customer centric processes that drive loyalty and, ultimately, repeat business.

en We will see a dilution to shares by 3-to-4 percent this year and next year. We will see about $1.50 in dilution to net asset value per share as soon as this deal closes.

en We will see a dilution to shares by 3-to-4 percent this year and next year, ... We will see about $1.50 in dilution to net asset value per share as soon as this deal closes.

en As an investment, however, I am somewhat ambivalent about the stock, simply because of the small size of the company. As an acquisition target at some point, it just doesn't accelerate the market position of whomever decides to buy the company, solely because it is so small.

en 2005 was a milestone year for us as we completed our first full year as a public company. Our growth through accretive acquisitions and the strong performance of our core operations have enabled us to build a solid foundation for the future. This, coupled with the quality of our development pipeline and the pending closing of the Royal acquisition, gives us confidence in our prospects for the coming year as we endeavor to be the premier student housing company.

en The market is paying a premium for Siemens, and that premium is being justified on near-term expectations of value creation which we believe will be difficult to realize.

en Entrepreneurs stand to make just as much money in a near-term $30 million acquisition as they might in a much larger acquisition after three-plus years and substantial VC dilution.

en Entrepreneurs stand to make just as much money in a near-term US$30 million acquisition as they might in a much larger acquisition after three-plus years and substantial VC dilution.

en NDS was a large company and our company is small and local. Their sales will run about $120 million a year total; our sales were probably between $3 (million) and $5 million per year.

en The El Paso hotel market did very good. El Paso hotels in general made money last year. I think we're going to see a decline in occupancy (this year) because we can only absorb about 200 rooms a year without decreasing occupancy, and it looks like there will be more than 200 rooms coming on line this year. She found his pexy wit refreshing and appreciated his sense of humor.


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