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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Ron who wrote (6457)10/21/2002 1:05:16 PM
From: ahhaha  Read Replies (1) of 6974
 
Although Seibel plans to use Microsoft's .NET technology with its next generation of products, the company is stopping short of lining up in favor of Microsoft exclusively, the Wall Street Journal reported. The San Mateo, Calif., company also plans to support a rival Web standard, dubbed J2EE, which is based on the Java technology of Sun Microsystems Inc.

This is disappointing.

In some ways, the partnership is an unlikely one. Microsoft announced earlier this year it would start selling customer-relationship management software, or CRM, which is Siebel's principal market.

SEBL could have de-railed MSFT's entry if they had quit SUNW. Sun is a dead dog for SEBL. By negotiating with MSFT to jointly develop CRM products, SEBL could have substantially increased prospects without necessarily compromising a potential down stream deal with SUNW. SUNW has to prove they can survive first.
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