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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Kevin Rose who wrote (1237)3/12/1998 1:58:00 PM
From: Trader Dave  Read Replies (1) of 6974
 
I made a mistake in one of my areas of concern - the transition to lower asps. There are still huge challenges on technology - see kevin's discussion and huge human resources integration issues and there's still a business model change since the two companies have vastly different deal sizes.

However, I was mistaken on the average price per seat. I though siebel got close to $5k per seat and the average revenue per seat in CIS was (is) much lower. Apparently sebl has asp's per seat of $2,000 to $3000 per seat based on a list price of $3500 per seat. Since that's in-line with the rest of the industry, it won't be a huge problem for the sebl sales force. I'm still nervous, but not as much so. This deal still seems to strengthen Vantive's position. The folks at Clarfiy had better develop a stronger personality pretty soon though.

TD
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