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: Mike Buckley who wrote (2810)	6/2/1999 11:56:00 AM
From: Big Sky	Read Replies (1) of 6974

I believe it's CorePoint rather than CenterPoint. But that error is a sign of their problems. Nobody knows about it. And nobody's buying it. Maybe IBM is ready to change their approach? Keep in mind that for every dollar in license revenue that is spent on SEBL, $1-5 dollars are spent on services to implement it. IBM is always looking for new drivers to grow their services revenue. I believe that GBIS is their fastest growing division. I agree that Tom Siebel would not fit in at IBM. Neither would most of his sales force. But either did Tivoli's and IBM managed to assimilate Tivoli pretty well. IMO, the biggest argument against this rumor is that IBM doesn't have any successful experience with enterprise software applications. e.g. CorePoint. (I don't think Lotus counts as an enterprise application.)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next