Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Boplicity who wrote (4212)	1/3/2001 10:30:04 AM
From: Peter Dierks	Read Replies (2) \| Respond to of 6974

This thread seems to have missed the MSFT agreement to buy GPSI for 1.1 billion. This is from Great Plains Investor notice "Great Plains earned the North American Channel Partner of The Year Award from Siebel Systems (Nasdaq: SEBL) in October." I don't know what percentage of SEBL sales are through GPSI. It is fact that they offer the most integrated solution for SEBL, with over 170 points of data interchange. While it is too early to tell what effect this has, this is very important news for Siebel. My analysis of why MSFT is buying GPSI has to do with the tight integration, and Great Plains dedication. At Stampede (GPSI partner event) Microsoft said that SQL 7.0 was not ready until Great Plains said it was. GPSI does not offer Oracle or DB2 support. (They offer Btrieve, Pervasive SQL and MS SQL.) Within a month before the announcement GPSI cancelled its agreements with Cognos (#1 in BI) anmd Corporate Renaissance Group for an agreement with Knosys in analytical tools. Interestingly Knosys has been awarded MSFT solution developer awards (just like GPSI) and Cognos supports Oracle, DB2, etc. If MSFT wanted the SEBL agreement nullified they would have done it by now, but... Peter