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Technology Stocks : Siebel Systems (SEBL) - strong buy?
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To: Mike Buckley who wrote (2133)10/13/1998 4:34:00 PM
From: Lizzie Tudor  Read Replies (1) of 6974
 
more difficult for the ERP vendors to roll front office product into their product line.

True but not for the reasons you mention. SCM is tightly integrated into ERP so to buy a best of breed solution is has to justify the cost and complexity of integration with your ERP. So the ERPs have an edge as suppliers. Not so with front office, a totally different beast. There is no reason at all to buy front office from Sap.

Also, back office is hurting and Im not sure front office is. ttf doesnt agree with me but I think its not all y2k diversion that is affecting back office - I think discretionary spending is being shelved in anticipation of a slowing economy. Its either that or some kind of saturation in backoffice products, staffing issues at customer sites etc. Whatever it is, business is slowing in back office more than front office I think. I still like Siebel but software may not come back in a big way until mid-1999 when the y2k scare is over.
MH
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