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

To: Wizard who wrote (3217)	1/25/2000 2:32:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 6974

As I recall it is extremely low. I don't think they've recognized anything from the USIX partnership up front. But I'm not absolutely sure. I think that business is strong enough that if there were issues, they could be offset by any sec required changes. TD

To: Wizard who wrote (3217)	1/30/2000 12:59:00 PM
From: Turs	Respond to of 6974

Thanks for the article, Wiz. There are a lot of software companies that could get screwed if this approach gets enforced across the board. On the VAR side, sell-through is usually good enough, and most software companies recognize revenue from end users when the signature is on the deal, not when the software is installed or deployed. I think PWC is just running scared, with the accy industry taking so much heat nowadays.

To: Wizard who wrote (3217)	2/29/2000 12:19:00 PM
From: Beltropolis Boy	Respond to of 6974

this week already got you WAPped out? if so, here's a little different kind of 'announcement.' (although i believe SEBL already partners with, or in USi's case, has a stake in, most of these players anyway.) ----- February 28, 2000 ASP Joint Venture Targets Midmarket Ciber-Verio partnership will rent ERP, CRM, and office-productivity apps to midsize businesses By Jennifer Mateyaschuk informationweek.com Ciber Inc. and Verio Inc. this week will launch a joint-venture application service provider firm, Agilera.com Inc., which promises to deliver integrated IT software packages for midsize businesses. Agilera.com will have a two-pronged approach to the market, which includes companies with annual revenue of $500 million or less. "Businesses in the high end of the middle market already have some enterprise software in place and tend to want a more customized solution," says Robert Unger, Agilera.com's president. "Emerging midmarket companies are looking for software that's templated for their industry." Verio will provide the networking and data center expertise and serve as the primary network provider for Agilera.com clients. Ciber will provide the engineers to handle enterprise resource planning implementation. Agilera.com will rent ERP, office-productivity, business-to-consumer, and business-to-business applications. Monthly pricing for the service will range from $300 to $1,500 per user, depending upon which apps a business rents, what type of licensing model it chooses, and the amount of customization involved. "Agilera's vision will be very appealing to middle-market customers if they can bring it to fruition," says Deanne Moore, a research analyst for the Yankee Group. Agilera.com is still working to partner with various software providers. Once it solidifies these partnerships, it has the potential to surpass offerings from competitors Corio Inc. and USinternetworking Inc. "Agilera.com already has the software expertise and the infrastructure in place to handle complex applications," Moore says. "In addition, the company has expertise in integrating the back end with the front end, giving it the ability to offer a completely integrated IT package." Agilera.com will offer ERP software from J.D. Edwards & Co. and Lawson Software Inc., customer-relationship management software from Siebel Systems Inc., and office-productivity software from Microsoft. Unger is negotiating with other vendors, including Ariba, BroadVision, Clarify, Commerce One, and Onyx Software, for other applications. The company also will offer Lawson software for the retail industry and plans to add other packaged software that's tailored to specific industries, including dot-coms, original equipment manufacturers, and manufacturing and distribution companies. Unger says he has begun implementations for several customers in the retail market, but none was available for comment. Ciber owns 42% of Agilera.com; Verio owns 39%, and Centennial Ventures, a co-founder of Verio, owns 19%.