Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Trader Dave who wrote (1470)	5/2/1998 2:14:00 PM
From: Lee L.	Read Replies (2) of 6974

TD, I'd be less concerned if they toss scopus product and just build off of sebl architecture, probably would create a better support picture longer term. I believe that this is exactly what SEBL will do. The first phase of integration will be relatively superficial -- integrated workflow with some data interchange between the two products, but still two separate product sets with two data models, two development tool sets, etc. The last phase will be a complete conversion to a single SEBL product set. I can say with confidence that SEBL hasn't worked out a complete migration plan. They don't even know when the second phase of S'98 will be delivered, or what it will include. I am also very skeptical of the ERP guys making a successful transition to front office without a purchase. Nine months ago, I would have disagreed with this. I thought SAP, Oracle and others would have made visible inroads in this space by now. Their presence today seems as non-existent as it was a year ago. Where will they be in a year? I guess they could make a purchase, but then they have the same pesky integration issues to deal with.

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