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.

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

To: mtnlady who wrote (3248)	1/27/2000 5:22:00 PM
From: darkhorse30	Respond to of 6974

nice scenario, mtnlady....lemme see, do i know anyone at IBM?....guess not

To: mtnlady who wrote (3248)	1/27/2000 11:58:00 PM
From: Willie C.	Read Replies (1) \| Respond to of 6974

Mountain Lady, I think you're right on target. Without supply chain software IMO Siebel and SFM app's will be marginalized by the business to business vertical nets. I would like to know just how much sales force will be eliminated by this type of e-commerce. How many sales transactions are required to procure all the parts for an automobile and how many to sell it? The amount of Business to Business transaction dwarfs retain sales and the bottom line in retail sales is the bottom line( read COST!) and timeliness. You need supply chain software for this and you just don"t whip this stuff as you may know. Siebel does not own supply chain tech. and if it is going into CRM they can"t leave home without it. If you hav'nt already, check out Itwo at www.i2.com. and their Matrix solution. By the way they provide supply chain solutions to IBM. It would be nice to see Siepick up Manugistics (MANU)and bring them under the wing of good solid management. At $50.00 a share it could do a great deal for Seibel and dreams of Tech E-mpire. Regards, W.C.

To: mtnlady who wrote (3248)	1/28/2000 12:49:00 AM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 6974

I'm curious how much of this post was hyperbole? Do you, for instance, really think that the most important e-business software is going to be CRM as that is currently defined? And if not as CRM is currently defined, what will it be? As to being the next MSFT, I don't think that IBM has it in their power to make that mistake for a partner. IBM doesn't control the world now the way they did when the PC first came out, and anyway MSFT had some help from Intel. I'm very bullish on SEBL. I've made a 20X return on my initial investment, and it would have been a 40X if I had noticed when they went public, since I bought the stock the first chance I got, and I have no plans to sell any of it, at least yet. But I don't see them taking over the whole world. From time to time ORCL has made pronouncements about how ORCL is going to crush SAP and in doing so they'll have to run over SEBL, but it's nothing personal... I think that it's much more likely that SEBL with leave SAP with nothing but the crap they've got now (becoming the next-generation SAP), and ORCL will squeeze the dregs. I predict that eventually Tom and Larry will have to get over their feud and cooperate.