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

To: Mike Buckley who wrote (3285)	2/9/2000 11:30:00 PM
From: tekboy	Read Replies (1) \| Respond to of 6974

Mea culpa. I saw that Siebel ad again in the WSJ today--the one with the stock chart--and it was indeed a stock chart of Siebel's customers, not Siebel itself. Point of the ad was, as someone commented last time around, "hey, look at how well our customers have done; if you become our customer, you'll do this well too." Not that anybody cares, I know, but the question had been left hanging since I raised it several weeks ago, so I thought I'd put it to rest now that the ad came round again. tekboy@needsnewglassesorremedialreading.com

To: Mike Buckley who wrote (3285)	2/11/2000 2:36:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 6974

You've analyzed and implied, but have yet to label Siebel a Gorilla. Despite my respect for your unerring calls, I feel you may have become overly cautious due to the cloak of responsibility your followers have thrust upon you. Since I am unburdened by those expectations, I will project Siebel as the Gorilla of the CRM sector, and have backed that up by acquiring ydsat (Jan 2002 100 strike LEAPS) to add to my holdings of the common. IBM spawned Gorilla Microsoft, and now will spawn Gorilla Siebel! jmho, uf

To: Mike Buckley who wrote (3285)	2/15/2000 4:24:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 6974

attention: this is not rumor control. but i thought you might enjoy this little "industry tip" just the same. ----- Information Week February 14, 2000, Issue: 773 Section: Behind The Scenes IT Confidential John Soat What are SAP executives doing in Detroit? That's what AMR Research analyst Bob Ferrari wants to know. Ferrari suspects SAP is courting DaimlerChrysler as a partner for an online automotive marketplace to compete with Ford and Oracle's AutoXchange and General Motors and Commerce One's upcoming site. "Some of our analysts trying to track down SAP executives are finding a lot of them in Detroit these days," Ferrari says. "We suspect many SAP executives are visiting both sides of Chrysler and Daimler." Adding to the intrigue, another source was at Aspect Development for a briefing last week and saw a sign that read "Aspect Welcomes i2 And Chrysler." Aspect and i2 Technologies both are players in the online marketplace space, i2 specifically with its TradeMatrix technology. Daimler runs its business financials on SAP, and Chrysler and Daimler use Baan manufacturing apps in many of their plants.

To: Mike Buckley who wrote (3285)	3/13/2000 1:17:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 6974

fwiw, Upside is featuring articles on CRM and the like this week. on tap tomorrow, apparently, is an interview with Tom. (just started slogging through today's piece ... cannot yet vouch for its veracity.) ----- Customer conundrum March 13, 2000 by Upside staff upside.com The first conundrum of marketing in the Internet age: To serve customers better, a company needs to extract their preferences. But they usually won't divulge their preferences until they have a relationship with the company. Pick any facet of the relationship -- wooing, tracking, communicating -- and the Internet complicates it. With this special package, Upside simplifies the customer-relationship challenge on the Net. Just as airline passengers have willingly subjected themselves to metal detectors as a tradeoff against being hijacked, customers will trade off information for better service. Tom Siebel, president of Siebel Systems, the pioneer of customer-relationship management (CRM), crows, "People will elect to give up information because they'll get better service in return. It's not a big deal." We've sliced and diced Internet marketing in four ways, and as a bonus included a Q&A with Tom Siebel: Weekend: Customer relationship management. In "Dissect Your Customers," writer Amy Helen Johnson identifies the next cycle of growth in the young and shifting CRM market. From among the m‚lange of offerings -- both suite and specialized -- Johnson identifies who's on track and who should be sent packing. upside.com Tuesday: The king of CRM We talk with CRM guru Tom Siebel, head of the fastest-growing company in America. Wednesday: Email marketing. Doing marketing via email is a quick way to get feedback, but it's also a quick way to make customers feel fed up. In "E-Mail's second shot," writer Roberta Furger explains how to go on the electronic offensive without being offensive. Thursday: Online advertising In "The banner: Unsung hero," Upside Finance Editor Loren Fox investigates how you'll advertise online in the future. Are banner ads the answer, or is their effectiveness still questionable? And what will their evolution bring? Friday: Privacy enforcement. In "The price of privacy," contributing writer Geoffrey James explains the conflicting attitudes the federal government exhibits over the issue of privacy. Although it's hard to imagine, European sensitivities may reign over American proclivities, and that continent's more protective approach to consumer information will change how companies market to customers everywhere in the world. The second conundrum of Internet marketing: Companies keep track of customers' preferences to make money. Customers reveal preferences to feel like they're being treated better. So remember, when you think about customers, don't think of them as numbers. It's not really about money. It's really about love, loyalty and respect. It's about weaving a relationship so tight that customers return consistently -- so consistently that you can almost hear them shouting, "To affinity and beyond!" The money will follow close behind.