Siebel Systems (SEBL) - strong buy? Message Board

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

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To: Trader Dave who wrote (2426)	12/2/1998 4:54:00 PM
From: Lee L.	Read Replies (2) of 6974

The difference today is the internet. A software company could host a company's system, integrate it into the enterprise's legacy systems through edi/extranet connectivity, and provide end-user functions through a browser. In the 70s, an enterprise was bound by the limits of its own SNA (or other) network. Those barriers don't exist now. Any app that is 100% browser enabled could be hosted by a service provider. This new model would be like 'selective outsourcing', wouldn't it? Given that most corporate leaders are now well-versed on how expensive ERP/ERM/etc systems solutions are to implement, I think that 'application hosting' could have awesome business potential.

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