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


To: D.B. Cooper who wrote (3453)4/8/2000 11:43:00 AM
From: Jack Hartmann  Read Replies (1) | Respond to of 6974
 
SEBL mentioned a little.
Oracle targets online marketplaces
By Brenon Daly, CBS MarketWatch
Last Update: 5:14 PM ET Apr 5, 2000 Pulse Report

SAN FRANCISCO (CBS.MW) -- Armed with a quiver of sharp barbs, Oracle chief executive Larry Ellison is looking to shoot down some of the high-flying online marketplaces and claim some of the business for his own software giant.

"I've never understood how Commerce One can have this huge (market) valuation when transactional fees will approach zero," Ellison told analysts during his speech at Oracle's analyst day. "It took us, what, 70 days to build auction software? It ain't hard."

Ellison's comments echoed thoughts from Prudential Securities analyst Doug Crook, who slashed his rating last Friday on the suppliers of online marketplaces, including I2 (ITWO: news, msgs), Commerce One (CMRC: news, msgs) and Ariba (ARBA: news, msgs).

"These companies have run to unprecedented levels, in my experience, based upon the perception that they will enjoy royalties in the future based upon transactions going across trade exchanges," Crook said in a research note. But he added competition has appeared sooner than expected, as vendors rush to market with their own trade exchange capabilities. See related story.

Trade exchanges are en vogue these days as easier, cheaper ways businesses to buy and sell things. Several huge manufacturing sectors -- the auto, paper and pulp and chemical industries among others -- have announced plans to run Web auctions to buy supplies and do other deals.

Of course, not all analysts share the bearishness on Commerce One and Ariba. Several Wall Streeters rallied to defend both stocks, which have dropped sharply over the past month.

Dain Rauscher Wessels on Wednesday called Ariba its "best idea" for investments, citing the company's stronger-than-expected first-quarter revenue. Commerce One is set to meet with analysts on Thursday.

Though it started out selling databases, Oracle (ORCL: news, msgs) has continually broadened its product line. The completeness of the offering -- combined with the fact that all the applications work together -- remains a major selling point for the company, Ellison said.

In addition to selling software that runs online exchanges, Oracle is also bumping up the profile of its Oracle Exchange, which it bills as "an EBay for corporations." Business can register at the Web site and then buy and sell items online.

Oracle has gone after a number of hot sectors in recent months, pushing software that automates supply chain management, email campaigns, sales force paperwork and procurement among other areas. In doing so, Oracle has gone after Siebel Systems (SEBL: news, msgs), I2 and E.piphany (EPNY: news, msgs) -- all companies that sport multi-billion-dollar market caps.

But at least one money manager, who asked not to be named, said he didn't expect Oracle to knock off the smaller rivals, at least immediately.

"Oracle can't touch these companies as long as the market remains red hot," the money manager said. But if the market cools, Oracle would be able to weather the downturn because it sells a number of different products.

He pointed to the fact that Oracle has outlasted other database providers, such as Sybase (SYBS: news, msgs) and Informix (IFMX: news, msgs), as well as makers of business software makers, including Baan (BAANF: news, msgs) and PeopleSoft (PSFT: news, msgs). "Oracle didn't really kill them off, the market killed them off," the money manager said.
quicken.webcrawler.com

Owning both stocks, I think ORCL may take the number two spot, but SEBL too well run to lose the lead. I do like the dark prince though. Market laid a beating on EXLN which was trying to compete with ORCL in that sector.
Jack



To: D.B. Cooper who wrote (3453)4/10/2000 10:58:00 AM
From: D.B. Cooper  Respond to of 6974
 
news

Monday April 10, 8:34 am Eastern Time
Company Press Release
Siebel Systems and Lawson Software Partner to Deliver Integrated eBusiness Solutions
SAN MATEO, Calif.--(BUSINESS WIRE)--April 10, 2000--Siebel Systems, Inc. (Nasdaq:SEBL - news), the world's leading supplier of eBusiness application software, and Lawson Software, the Enterprise behind the Internet, today announced a global distribution agreement in which Lawson will integrate and sell its new line of enterprise applications with Siebel's comprehensive suite of eBusiness applications for sales, marketing, and customer service.

Lawson's worldwide sales force will sell this complete family of eBusiness solutions and eServices along with industry-specific technical training, consulting and support to both mid-sized firms and large enterprises. The combined product suite, marketed as a component of lawson.insight, will be available in the second quarter of 2000. Both Siebel and Lawson are committed to ensure the success of every customer implementation.

Siebel eBusiness Applications integrated with lawson.insight's Self-Evident Applications(TM) and transaction engines will become a primary Lawson product line comprising sales, marketing and customer service, as well as enterprise functions. This combined solution will let Lawson customers move from a process-centric to customer-centric focus and gain insight into every aspect of their business across all channels -- a compelling advantage in the highly competitive ``new economy.' According to the Boston Consulting Group, the demand for comprehensive, multi-channel eBusiness systems is increasing at phenomenal rates: Business-to-business transactions in the U.S. alone are projected to increase to as much as $7.3 trillion by 2004.

USinternetworking Inc., a leading application service provider (ASP) that currently provides an integrated Siebel and Lawson application solution via the Internet, believes the combined solution will be welcomed by users. ``USinternetworking manages both lawson.insight and Siebel eBusiness Applications, and the demand we see for both companies' software applications indicates that this integrated solution will have strong appeal to a significant group of clients worldwide,' said Christopher R. McCleary, chairman and CEO, USinternetworking. USinternetworking delivers software as a service through a network of global Internet data centers, and serves approximately 36 percent of the ASP market, according to research firm IRG.

``Companies today require eBusiness applications that are robust and scalable, with the capability to encompass customer-related operations across multiple channels -- from phone, to fax, email and the Web,' said Jay Coughlan, president and chief operating officer of Lawson Software. ``Together, Lawson and Siebel Systems can deliver an industry-leading, end-to-end eBusiness solution that leverages both firms' strengths and supports our strategic focus of powering eBusiness enterprises and digital communities.'

Accelerating Siebel Systems' Global Leadership

By partnering with Lawson, Siebel Systems gains full integration with a leading provider of enterprise applications comprising financial services, human resources, procurement, distribution and analytics. The companies' combined resources will let Lawson quickly deliver a comprehensive solution that satisfies the needs of more than 3,000 Lawson customers worldwide, in fast growing industry sectors such as healthcare, retail and professional services. Ongoing development efforts will be conducted by the partners to support customers of the lawson.insight joint solution.

``This partnership demonstrates the deep commitment Lawson and Siebel Systems share in meeting the demand for end-to-end solutions that integrate enterprise resource planning and customer-facing, eBusiness functions,' said David Schmaier, senior vice president, products, Siebel Systems. ``We are pleased that Lawson has chosen Siebel Systems as its partner in its strategy to provide integrated eBusiness products and services. Our association with Lawson, a leader in enterprise applications, further strengthens our established position as the world's leading provider of eBusiness software applications.'

According to Richard Lawson, chief executive officer, Lawson Software, ``Mid-market companies and large enterprises have made it clear they prefer to work with a single business partner to automate all of their eBusiness processes -- from sales to marketing to customer service, as well as financial services, human resources, procurement, distribution and analytics. Siebel Systems is exceptional when it comes to customer satisfaction, which complements our own dedication. Together, we deliver world class, end-to-end expertise that will propel our customers' success.'

About Lawson

Lawson Software, the Enterprise behind the Internet, is a $270 million provider of integrated eBusiness solutions powering enterprises and eServices. Lawson offers role-based Self-Evident Applications (SEA), transaction engines and solution extensions powering financials, human resources, procurement, distribution and analytics solutions. With 3,000 mid-to-large-sized corporate customers, Lawson has distinguished itself competitively through a unique blend of feature-rich customer solutions, technology innovation and user-friendly support. IDC states that Lawson is ``primed for the next-generation of enterprise-applications utility.' According to the Aberdeen Group, ``Lawson's commitment to Internet application standards and the delivery of eBusiness-enabling enterprise applications ... should propel it to the forefront of this market space.'

Red Herring magazine lists Lawson among the world's top 50 private companies. Offering enterprise e-business solutions for UNIX, Windows 2000, Windows NT, and IBM AS/400 and S/390 platforms, Lawson has 30 offices and affiliates serving North and South America, Europe, Asia and Africa. The company is headquartered in St. Paul, Minn. and London. Additional information about Lawson Software is available by calling 800/477-1357, ext. 100.

biz.yahoo.com

Good Luck

Don