Siebel Systems (SEBL) - strong buy? Message Board

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Technology Stocks : Siebel Systems (SEBL) - strong buy?

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To: Turs who wrote (3072)	10/24/1999 11:50:00 AM
From: Mike Buckley	Read Replies (1) of 6974

Turs, I'm responding late having been on vacation, so I'll apologize in advance if your thoughts have already been covered. I'm sure Lucent would have paid a bigger premium than Peoplesoft and they wouldn't have gone down a sinkhole either. Lucent bought Mosaic a few months ago and more recently became a reseller of Siebel's product. My guess is that Lucent would want to buy Siebel long before buying any other front office company. And they've got the resources to do it though I pray it never happens. Anyway, does this impact Siebel's ability to spread into other customer-centric software areas? Or is the SFA space large enough to support growth for a long time? Two issues there. The first is that Lucent's agreement to resell Siebel product is just one example of Siebel's ability to expand into new markets. The second issue is that, though Siebel's strength is still SFA, they are much, much more than an SFA company. From what I can tell (and I'm open to disagreement) Siebel is as close to being a total front office software company as there is. If they can pull off complete migration to the Net they will be even more "total." --Mike Buckley

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