Silicon Investor (SI) -- The First Internet Community

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (16210)	1/24/2000 6:45:00 PM
From: mtnlady	Respond to of 54805

"integrated" ... no doubt! Lol! How much do you want to bet that IBM doesn't pony up some $$ to invest in Siebel (i.e. they would own a small stake in SEBL). IBM is, in a way, committing their next release partially into SEBL's hands - if all this conjecture is true. 50 programmers goes above and beyond the 'norm' for such alliances. My guess is that IBM needs the 50 bodies because they need to make sure that all of their touch points in their software apps can hook into SEBL. But I would wager that SEBL's other partners don't have 50 bodies over at SEBL doing such projects. My past experience is 3-5 key folks spend a lot of time together working through the interfaces and bringing specs back to their programmers. To dedicate that many bodies at the other companies site is pretty impressive.