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

To: Shege Dambanza who wrote (3115)	11/2/1999 11:30:00 PM
From: Trader Dave	Read Replies (3) \| Respond to of 6974

oh my god is that a cwc reconfiguration? Shege, who's the management at napalm lake? if firepond is a web only company, they are missing the point. The web is a very important new channel for communication and customer interaction and it can enable entirely new industries. BUT! It is not the only, or even the most important channel of communication. I am not an e-customer! I am a customer! Sometimes i want web, sometimes I want to speak to someone and sometimes I want a face to face visit. It's easy to build a web only product line. It's too hard to build a complete end-to-end solution. SEBL has something like 127 separate modules out there. SEBL is running up NOT because of chat room drivel, it's because there's no one left to own in the space. Broadvision and Vignette represent important new components in the e-relationship, but SEBL appears to be a keystone to the process. TD

To: Shege Dambanza who wrote (3115)	11/3/1999 12:56:00 AM
From: Beltropolis Boy	Respond to of 6974

>Firepond is the new improved version of the company that was almost bought by Scopus a couple of years ago. Some outfit out of Minnesota somewhere that used to sell farm equipment. Clear with Computers, maybe?< uh, nevermind. can you say dark financial cloud? FirePond's CEO appears to be none other than Klaus Besier (man, does that guy move fast). former SAP America chief resigns as chairman of OneWave to become prez of Clear With Computers which reincarnates as NapalmBeach. "Privately-held and funded by the founder, Jerry Johnson, as CWC in 1983. The company secured its first round of venture funding in 1997 from General Atlantic Partners, recruited former CEO of SAP America, Klaus Besier, in February 1997 and changed the name to FirePond in October 1998. In April of 1999, FirePond received a mezzanine round of funding totaling $20 million from General Atlantic Partners, Technology Crossover Ventures and Lehman Brothers. To date, the company has secured $70 million in venture funding." thanks, shege. feel free to click here anytime: siliconinvestor.com

To: Shege Dambanza who wrote (3115)	11/5/1999 10:15:00 AM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 6974

nice tiny tidbit in the denouement here (according to the veep of marketing). ----- Siebel signs reseller deal with IBM in bid to remain independent IBM has signed up Siebel Systems as its recommended supplier of customer relationship management (CRM) applications 10/29/1999 Newswire IBM has signed up Siebel Systems as its recommended supplier of customer relationship management (CRM) applications and is integrating them with a raft of its own software offerings. However, the pact is seen by analysts as an attempt by Siebel to remain independent, following the acquisition of Clarify and Vantive, its two arch rivals, last week by Nortel and Peoplesoft respectively. The move is the latest in a series of partnerships signed by Siebel, which include a product integration deal with Lucent and a reseller relationship with JD Edwards. Erin Kinikin, an analyst at Giga Information Group, said: "This is a Switzerland play. It is establishing the right alliances so that customers will not have to worry about Siebel's size and whether it will be around for the long term." Under the terms of the deal, Big Blue will transfer 50 of its engineers to Siebel's headquarters in California to integrate its sales force automation (SFA) applications with IBM's MQ Series messaging software, its Websphere application server, Visual Banking financial environment, Net.commerce ecommerce server and its computer telephony integration tools. The integration is expected to be complete by the time Siebel releases the next major version of its SFA packages in the first quarter of 2000. Richard Gorman, Siebel's vice president of product marketing, said the deal was an extension of an existing 12 month relationship, under which Siebel resells IBM's DB2 database. But, he explained, the latest agreement will enable IBM to provide its customers with products to deal with CRM issues. He added: "IBM has told us that 66 percent of its accounts want to implement a front office."