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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Hardly B. Solipsist who wrote (3256)1/28/2000 11:20:00 AM
From: Trader Dave  Read Replies (3) of 6974
 
I haven't had time to read some of these more lengthy posts. But I can absolutely assure you that it makes no sense whatsoever for SEBL to go after ownership of the supply chain portion of the business.

Integrating the supply chain process with the demand chain process makes a lot of sense. Perhaps in a partnership with ITWO. But buying a second tier train wreck like manugistics would be a disaster. (They pulled off scopus, a miracle IMO, but that was an extension of SEBL's core strengths. It also happened in an environment where Vantive made some serious mistakes.)

TD
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