For such a positive company this such a bearish board.
As far as Scopus architecture there is no easy anwser for what Siebel will do, IMO they will take the Scopus fuctionality and map it to Siebel architecture.
I am not a techie, so I cannot discuss the technical aspects of a product merger like some on this thread. But I do know there is a tremendous amount of synergy between the 2 companies. Scopus is heavy in financial services and teleco, areas where Siebel was lagging. With the merger Siebel gained a base of about 4,000 licenses at Fidelity, another approximitely $10,000,000 in ongoing revenue from GTE. Siebel is the BIG DOG of the CIS/SFA market. The combined company had revenues of $200,000,000 for 1997 and they will double that for 1998, that's 100% growth. The only reason that # will not be greater is because the problems that will come with any merger. Once they are effectively dealt with this co. is going to be grooving along at a 150% growth rate per year.
For all you Vantive folks maybe you can shed some light on the rumors of Peoplesoft spurning Vantive(as did Siebel) when approached with a merger deal. Peoplesoft said thanks but no thanks, we like it just the way it is. Time is running out on Vantive, for all those who think Vantive has a window to gain market share had better think again. Siebel has the best and most aggressive sales force in town. IMO the end of the SFA/CIS war is near and Seibel is clearly the victor.
Regards John
Does anybody realize that with this Mercedes/Chrysler merger Siebel will pick up another major account in Chrysler. Mercedes is a very big Siebel account. Mercedes has standardized on Siebel, won't be long before Chrysler does the same. |
