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

To: Mike Buckley who wrote (3446)	3/31/2000 3:26:00 AM
From: FLSTF97	Respond to of 6974

Just a general comment. I heard today on CNBC that SAP has given up on an internal CRM effort and is now working hard to "integrate the CRM offering of Nortel Networks". I guess there is no way their sense of pride would have let them integrate Siebel's product. Too bad it would have been like old times for SAP...they could work with all their former coworkers! FATBOY

To: Mike Buckley who wrote (3446)	4/12/2000 10:53:00 AM
From: Beltropolis Boy	Respond to of 6974

*slightly OT* cute, albeit four-week old, comments from Forrester on E.piphany follow. at $19M in ttm sales -- ooo, lookie, double with Octane! -- and a stock-price that's been nearly quartered, i'll refrain from the obvious "epiphany" jokes. to borrow a phrase, however, i will recommend that you not operate heavy machinery immediately after digesting it. ----- The Forrester Brief E.piphany's High-Octane Strategy Will Pay Off March 15, 2000 by: Bob Chatham with Laurie M. Orlov E.piphany's $3.2 billion acquisition of Octane will propel it to Internet-based CRM market leadership. Its move trumps the recent Kana/Silknet deal and forces a response from Siebel. E.piphany CEO Roger Siboni and Octane CEO Tim Guleri yesterday evening announced that E.piphany will acquire Octane for 26.8% of E.piphany's stock -- worth $3.2 billion at the market's close. We spoke with both CEOs before the announcement and conclude that this deal is a bold, brilliant move because: * The technologies are a near-perfect complement. No redundancy in the product suites will make for clean technical and business integration with no apologies to existing customers. The combined suite addresses information about all channels and audiences except field sales and service forces -- which can be integrated with products from apps vendors like Pivotal or Clarify. * eRM is now within reach. Firms will get a head start on a unified customer view by matching Octane's modern architecture for managing customer communications with E.piphany's experience in collecting, synchronizing, and analyzing data from customer touchpoints. Once E.piphany nails down the integration with the field sales force, they will provide a solid foundation for an eRM strategy. * Kana/Silknet must scramble. Compared to E.piphany/Octane, Kana/Silknet looks like a scruffy portfolio of technologies. To counter E.piphany's challenge, Kana/Silknet must: 1) revamp its data integration architecture and bring it to the forefront; 2) beef up its marketing execution, analytics, and recommendations capabilities; and 3) quickly demonstrate to customers that it can combine six companies into a seamless entity -- in record time. * Siebel's on notice. Legacy market leader Siebel can no longer just watch the developments in the Internet-based CRM market. It must: 1) demonstrate Internet fluency and a commitment to customer self-service by acquiring a vendor like Servicesoft; 2) strengthen its marketing analytics to pull within striking distance of E.piphany's E.4 System by acquiring a vendor like Knowledge Stream Partners or Customer Analytics; and 3) acquire a recommendation engine like Verbind or Net Perceptions to match E.4's capabilities in real-time marketing.