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

To: Trader Dave who wrote (3257)	1/28/2000 11:55:00 AM
From: mtnlady	Read Replies (1) \| Respond to of 6974

So TD you believe, correct me if I am wrong, that Siebel will focus on the "demand chain process" portion of the app. Meaning, I take it, they would write the front end portal of sorts where customers would define and configure their purchase and then the Siebel app would send it to a true/robust supply chain app. In short the supply chain portion comes through a partnership with someone else while Siebel focuses on the front end portal and CRM. Please correct where I am wrong and fill in the spaces I have missed. Thanks! p.s. where do you think IBM's e-commerce offering will fit into the picture?

To: Trader Dave who wrote (3257)	1/28/2000 1:58:00 PM
From: Hardly B. Solipsist	Respond to of 6974

That's what I think, but you know more about this area than I do, so I appreciate getting your thoughts.