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

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To: Mike Buckley who wrote (3285)2/15/2000 4:24:00 PM
From: Beltropolis Boy  Read Replies (1) of 6974
 
attention: this is not rumor control.

but i thought you might enjoy this little "industry tip" just the same.

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Information Week
February 14, 2000, Issue: 773
Section: Behind The Scenes
IT Confidential
John Soat

What are SAP executives doing in Detroit? That's what AMR Research analyst Bob Ferrari wants to know. Ferrari suspects SAP is courting DaimlerChrysler as a partner for an online automotive marketplace to compete with Ford and Oracle's AutoXchange and General Motors and Commerce One's upcoming site. "Some of our analysts trying to track down SAP executives are finding a lot of them in Detroit these days," Ferrari says. "We suspect many SAP executives are visiting both sides of Chrysler and Daimler." Adding to the intrigue, another source was at Aspect Development for a briefing last week and saw a sign that read "Aspect Welcomes i2 And Chrysler." Aspect and i2 Technologies both are players in the online marketplace space, i2 specifically with its TradeMatrix technology. Daimler runs its business financials on SAP, and Chrysler and Daimler use Baan manufacturing apps in many of their plants.
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