SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Siebel Systems (SEBL) - strong buy?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mike Buckley who wrote (2133)10/14/1998 10:30:00 AM
From: Amsterdam  Read Replies (2) of 6974
 
It's true that front office is far more different from ERP than is SCM for the reasons Michelle described. However, it's a natural evolution that the erp vendors will extend further into the enterprise as back office becomes saturated and as a way to get additional revenue from their install base. In addition, I think there is more integration between front and back office than many people realize. A company that has SAP installed today will be very much inclined to stay with SAP for a front office system even if it isn't the best system on the market. Seibel will continue to stress the best of breed approach, but over time they will have a very difficult time competing where an erp vendor is installed.

I don't think Seibel is selling many systems into companies that have Baan installed because Baan owns Aurum. Once SAP delivers a front office product it will be just as difficult for Seibel to sell into an SAP account as it is now for them to sell into a Baan account.

On the bright side for sebl, I don't think the erp vendors will stray too far from their roots and there is a whole world of industries outside the sweet spot for erp vendors, such as financial services, and for many of these companies sebl will continue to be a great solution.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News