Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Melissa McAuliffe who wrote (1205)	3/10/1998 9:53:00 PM
From: Lee L.	Read Replies (1) of 6974

I would be concerned about the execution of the Scopus acquistion. Personally, I strongly believe that the Scopus product lines will disappear being replaced by expanded Siebel Sales and Service Enterprise offerings. So as a SEBL customer, I don't care about the SCOP integration because it won't effect me that much. I should benefit in a richer product set -- esp on the service side. I think the SCOP customer should have some concerns. The upgrade to SEBL's product suite will not be seamless. A 'seamless' set of utilities and procedures that move SCOP's datamodel to the SEBL datamodel is impossible to achieve. The technical environment will be completely different. For the SCOP user, the SEBL user interface will be completely different as well. This will be much more than a major release. It's on the same level of converting a PSFT financial implementation to ORCL. I also wonder what Scopus' sales guys are doing right now. I can't imagine that they're still selling SCOP product. What would you tell a potential SCOP customer? I bet that new SCOP revenue has stopped for now. This may be good for SEBL in the long term, but it looks pretty bumpy to me in the near-term.

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