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

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To: Trader Dave who wrote (3257)1/28/2000 11:55:00 AM
From: mtnlady  Read Replies (1) of 6974
 
So TD you believe, correct me if I am wrong, that Siebel will focus on the "demand chain process" portion of the app. Meaning, I take it, they would write the front end portal of sorts where customers would define and configure their purchase and then the Siebel app would send it to a true/robust supply chain app.

In short the supply chain portion comes through a partnership with someone else while Siebel focuses on the front end portal and CRM. Please correct where I am wrong and fill in the spaces I have missed. Thanks!

p.s. where do you think IBM's e-commerce offering will fit into the picture?
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