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

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To: Trader Dave who wrote (1228)3/11/1998 1:08:00 PM
From: Melissa McAuliffe  Read Replies (1) of 6974
 
TD, Without knowing all the specific details of either system (CIS and/or SFA) my gut reaction is to think that though there are certainly commonalities, they don't totally overlap from a functional perspective all that much. From a customer life cycle perspective what is important is completely different based on whether you are selling them or supporting them, i.e. different data, different processes, etc. thus the basis for my statement. However, with that said I would appreciate any unbiased input anyone can offer on this point.

So.... why is everyone so concerned about the functionality?? From an architecture perspective, I find it hard to believe that if a company bought VNTV, they would support two completely different architectures unless it wasn't a software company in the first place which would make no sense. I am hard pressed to believe that if someone like PSFT bought VNTV e.g., the first issue of business wouldn't be to convert to the PSFT architecture. It just wouldn't make a lot of sense to do it any differently.

I agree with your comment about creating the "willies" with the prospects. But if you know that going into the deal and are prepared to handle it I believe this can be managed by addressing a lot of these issues up front. It goes back to the message/vision issue.

Again, any comments are welcome. I'm sure it wasn't necessary to say that.<g>
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