Siebel Systems (SEBL) - strong buy? Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: treetopflier who wrote (2416)	11/18/1998 9:29:00 AM
From: riposte	Read Replies (1) of 6974

Thread/ ttf, Passing this along... I must apologize to the thread for being so hasty with my last post. J. Crouch has pointed out that TTF was participating in a hypothetical scenario with other people on the Siebel thread regarding the first few paragraphs of my last post. I went back and confirmed this to be true. I do not however retract my opinion regarding P's performance related issues. Why? Well in a round about way TTF has hinted to me from that hypothetical scenario that this is a likely/standard scenario. It only reinforce my suspicions. Looking into the matter more deeply I summarize from the following webpage: beasys.com BEA Tuxedo is the equivalent of R/3's messenger service. Developed by a 3 rd party vendor, it is integrated in to the P product to provide the communications and organizational structure for their 3-tiered product. (Yes it also does other things, but this is the gist of it). What this means is, P has integrated a product developed by people who have absolutely no experience in the most efficient methods to coordinate standard ERP activity. I guess I don't blame P. I would have done the same thing. It was a matter of integrating it now or die by the SAP sword. No doubt the product will eventually gain enough field experience to have it tunes to crank out a decent number of TPS but I can't ever see it converging on what SAP can crank out. Ever. Carrying this further, it means R/3 will always be able to support more active users on identical hardware platforms. This issue does not even consider what may be happening on the P front end. Changing the subject: Since my friend Steve Sacco has nice enough to post these rebuttals for me the least I can do is provide some kind of identity. A simple J will suffice. Also, at the present time, I am looking to establishing a permanent SI identity. So until then, Best regards, J

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next