Siebel Systems (SEBL) - strong buy? Message Board

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

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To: mtnlady who wrote (3248)	1/27/2000 11:58:00 PM
From: Willie C.	Read Replies (1) of 6974

Mountain Lady, I think you're right on target. Without supply chain software IMO Siebel and SFM app's will be marginalized by the business to business vertical nets. I would like to know just how much sales force will be eliminated by this type of e-commerce. How many sales transactions are required to procure all the parts for an automobile and how many to sell it? The amount of Business to Business transaction dwarfs retain sales and the bottom line in retail sales is the bottom line( read COST!) and timeliness. You need supply chain software for this and you just don"t whip this stuff as you may know. Siebel does not own supply chain tech. and if it is going into CRM they can"t leave home without it. If you hav'nt already, check out Itwo at www.i2.com. and their Matrix solution. By the way they provide supply chain solutions to IBM. It would be nice to see Siepick up Manugistics (MANU)and bring them under the wing of good solid management. At $50.00 a share it could do a great deal for Seibel and dreams of Tech E-mpire. Regards, W.C.

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