Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Trader Dave who wrote (3512)	5/2/2000 2:09:00 AM
From: Mike Buckley	Read Replies (1) of 6974

SAP partnering with Clarify makes no sense to me unless the parent company can bring something to the table I'm not aware of. Aside from that possibility, if SAP partners with Clarify it says a lot more about SAP's management than Clarify or Siebel. SAP just standardized their MySap.com on Siebel and now they're going to switch to Clarify? It reminds me of when Baan bought Aurum but later decided to use someone else's front office software internally (can't remember who.) Look at the trouble Baan is having. --Mike Buckley

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