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

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To: Lee L. who wrote (1204)3/11/1998 9:26:00 AM
From: seth thomas  Read Replies (1) of 6974
 
>> The META group estimates that it will take Siebel three years to complete the product consolidations.

That's more or less consistent what I would have guessed, and is consistent with the thoughts of a former senior SEBL development manager who I know.

Three years! What a boon for VNTV. Think about how much time and energy will go into merging the products, as opposed to innovation. Think about three years worth of dissatisfied customers.

You could build a great new product in less time, starting from scratch, and for a lot less than $460MM (now $375MM).

Man, what was Tom thinking?
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