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


To: Mike Buckley who wrote (3518)5/2/2000 10:22:00 AM
From: mtnlady  Read Replies (1) | Respond to of 6974
 
Hey Mike I was not aware that SAP just standardized their MySap.com on Siebel. How long ago did they do this? After the law suit with Siebel? If so then that would give more weight to the idea of SAP going with Siebel and not Clarify. My sources tell me that the rumor they hear is that SAP was going to partner with Siebel and not Clarify. Siebel had mentioned that they are doing very well in Europe. Other sources, and Tom's comments, led me to believe Clarify was SAP's pick. Either way SAP is out of the game at that point. Right now they still can throw up FUD to get their customers to wait until they release a CRM module. Their customers must be looking in other directions now at the sound of this news.