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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (3052)	10/6/1999 6:46:00 PM
From: Beltropolis Boy	Respond to of 6974

thanks for today's skinny, TD. btw, did you catch the "palm" device announcement (Siebel Sales Handheld) at the annual user show in San Diego? i realize it's not really "new" news as Oracle, SAP and PeopleSoft have similar offerings, but i can't help thinking that my fellow "Big 5" Government-consultant clones will snatch it up like cheap freebies at a trade show. i mean, the name in itself is simply brilliant. cuz that's all we really do: handholding. come to think of it, too bad Tom didn't have one of these back in his Oracle days: dumbentia.com

To: Trader Dave who wrote (3052)	10/6/1999 8:08:00 PM
From: Raptech	Respond to of 6974

Exerpts from an interview with Larry (the mouth) Ellerson on CNet News: <<Your rival Siebel says your customer relationship management (CRM) applications [which help companies track sales and customer service] do not stack up to theirs and some analysts agree. Could you respond to that? Gartner Group did a report a couple of months ago saying that we were dead last in CRM in terms of features and functions. They've [since] moved us up to second in CRM. We're the No. 2 CRM company in the world and we're growing faster than Siebel--much faster than Siebel--and the reason is our CRM software is pure Internet. Now, Tom [Siebel] has purchased a new word processor that inserts the word "Web" into every sentence that comes out of a document from Siebel. Siebel is the classic born-again Web company. Their engineers have done a good job of changing the brochures, but they have a lot more work to do on the software. The following are true of Oracle CRM: The only way to access an Oracle CRM product is through a Web browser. Now, ask Tom that same question. Tom has a problem with the truth. They still sell primarily client-server stuff. HP picked us over Siebel because we have modern Internet technology and they have the old, client-server stuff. We expect to pass Siebel pretty quickly. Now that most large business applications firms are trying to come up with a CRM strategy, what do you see happening to the smaller players--Clarify, Vantive, and Pivotal? If Siebel can't compete, doesn't have the resources to compete, certainly poor Clarify or Vantive doesn't have the resources to compete. In the context of an overall push, our target isn't Siebel, our target is [No.1 business software maker] SAP. Oracle's target is not Siebel, it's SAP. The way we beat SAP is to beat Siebel in CRM and to beat Ariba in Internet procurement and surround SAP. We need to win in this new era of Internet computing. We need to become the No. one application company.>> If you want to read the entire propaganda: yahoo.cnet.com Rap