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

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To: Gullapalli who wrote (1952)7/17/1998 7:54:00 PM
From: Talos  Read Replies (1) of 6974
 
Siebel has hardly "mastered" the art of integrating acquisitions, as Scopus represents only its third and has been by far and away its most challenging; Cisco does something like 15 per year and with that kind of practice you either get good or go out of business. That being said, Tom Siebel most certainly took a page out of Cisco's playbook by turning the acquisition into a business process that is as discrete from sales, marketing, and development as such things can be. He even hired Pete Tierney (ex-Oracle, between Inference and Market First) to essentially be an executive project manager for the integration.

I don't believe that full integration will take as long as speculated by most on this thread, but neither is the integration going "far better than planned." I believe the integration will be successful and on time if for no other reason than the sheer force of Tom's will.
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