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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (14429)	10/21/2002 3:28:44 PM
From: stockman_scott	Read Replies (1) of 57684

15:06 ET SEBL Siebel Systems may not see near-term benefit from Microsoft pact - Thomas Weisel (6.56 +0.36) -- Update - Thomas Weisel believes that MSFT got the better end of the deal with SEBL announced today (8:35); in the short-term, firm is concerned the partnership will delay SEBL purchases, as customers now need additional time to evaluate the impact of the partnership and the technology requirements that it entails; while SEBL does get some short-term marketing dollars, firm says the revenue benefits from the partnership are at a minimum two quarters out. -briefing.com

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