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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year
PSFT 0.00010000.0%Oct 29 5:00 PM EST
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To: George L. Smith who wrote (2755)10/15/1998 10:41:00 AM
From: Melissa McAuliffe  Read Replies (3) of 4509
 
About the partnership w/sebl. Personally I think sebl will get more out of this than psft.....SEBL's market space is wide open thus having this plug and play interface available should make it much easier for them to sell into PSFT accounts. I would prefer to see psft buy one of these front office companies than partner as they are doing. But who knows.....maybe they will at some point.

This front office market is huge as evidenced by all the other ERP vendor's efforts to get products out so they can compete for market share.

I really don't understand their logic behind partnering vs. going after this market directly. It would make more sense to me if this was three or four years ago and the market for ERP software was still wide open but that doesn't seem to be the case today. Does anyone else here have an opinion on this??

Last night on the sebl conference call, Tom Siebel said that within one or two quarters sebl will be larger than the entire ORCL applications division. Whether this is true or not is yet to be seen. But the fact that he would even make a statement like this should give you an idea of the size of this market.
Melissa
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