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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: gao seng who wrote (3919)9/22/2000 3:20:39 PM
From: muckraker71  Read Replies (1) of 6974
 
Oracle's strategy is flawed on its face. Now that I have read a bit more about it, all they are giving away is the SFA piece. This really is a desperate move.

Prospects making a decision to buy NEVER just look at SFA. And they always want to bite off more than they can chew. That means right away they will be buying the forecasting modules, incentive comp, etc.

Finally, the complexity of configuration differs little across the packages. The real complexity arises from the customers business requirements (extra fields, specialized buttons and functionality). More specifically, the complexity is in the "gap", that is, the part of the customer's requirements that are NOT met by the package out-of-the-box.

I suspect SEBL sales people will be more than capable of overcoming the Oracle threat in the short term.

Long term, I think it still depends on how well Oracle can TRULY develop their CRM suite AND INTEGRATE IT seamlessly with the rest of their products (SCM, DBMS, ERP). But clearly, time is running out.
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