Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Mike Buckley who wrote (3523)	5/2/2000 11:43:00 AM
From: Trader Dave	Read Replies (2) of 6974

<<If Tom Siebel really did say that it's a bigger loss for SAP than Siebel to partner with Clarify, that's the type of Larry Ellison-type comment that I just hate. >> Tom did not say anything to that effect. What he said was that of all of the competition, Clarify was the most likely to show any chance of making an impact on the market again. He then mentioned that he had heard about an imminent SAP/Clarify partnership. I'll make this assertion (easy to make since it's unprovable): It will make no difference to Siebel's revenue or earnings growth if: 1) SAP partnered with Siebel (about as likely as an Oracle/Siebel partnership), 2) SAP partnered with Clarify 3) SAP waited and tried to build their own product The monsterous Siebel pipeline of 7, 8 and 9 figure deals has NOTHING to do with SAP's disappearing presence in the enterprise space and nothing to do with SAP's frustrated installed base of ERP customers. TD

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