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To: RocketMan who wrote (42747)10/2/2001 6:46:33 PM
From: RR  Respond to of 65232
 
Congrats Rocketman!

Lots of opportunities, even in this market.

Good move.

RR



To: RocketMan who wrote (42747)10/2/2001 7:27:19 PM
From: stockman_scott  Respond to of 65232
 
SEBL's starting to bounce back too...up about 15% today...
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Siebel Buys nQuire and Joins the Rush to the Net

The acquisition should boost analytical software, and Siebel 7 becomes available through the Web.

TheStreet.com - Silicon Valley

biz.yahoo.com

By Joe Bousquin
Senior Writer

Just as the practicality of Internet-based software gains stature in the wake of last month's terrorist attacks, Siebel Systems (Nasdaq: SEBL - news) today unveiled the Internet-enabled version of its customer relationship software and said it acquired a company that will beef up its analytical capabilities.

During its user conference in Chicago, Siebel unveiled Siebel 7, the latest version of its software, while saying that it agreed to acquire privately held nQuire Software . Siebel didn't provide a shipping date for its newest product, or any relevant financial data about the nQuire acquisition.

Siebel said nQuire would add to its business analytics capabilities, but it didn't say how much it paid for the company, or what nQuire's revenue was last year. According to nQuire's Web site, the firm was founded in August 1997, but didn't start actually selling its software until the first quarter of 2000.

According to Siebel's press release, nQuire counts CSX Transportation , McDonald's (NYSE: MCD - news) , Simon Property Group (NYSE: SPG - news) and Union Pacific Railroad among its customers. Its software will bolster Siebel's offerings by monitoring and sending updates on business information. For instance, the firm's products can keep tabs on changing sets of data, and then send a message to the appropriate person, over email, through a pager or on a cell phone so that he or she can act on the information.

Brent Thill, an analyst for Credit Suisse First Boston who rates Siebel a buy, said the transaction is likely a small deal that was put together at a bargain-basement price.

"Obviously, given where valuations are today, I would venture to guess that it's a very small deal," Thill said. "They were a small company that had never really passed our radar screen in terms of looking at them closely." (His firm hasn't done recent underwriting for Siebel.)

Siebel's announcement of the Internet-enabled version of its software comes just as interest has been growing in software that depends less on the individual computers that office workers use, and more on a central server that can then send the software to workers using a Web browser at their desks. That was already happening before Sept. 11, but in the wake of loss of thousands of PCs -- and the information on them -- during terrorist attacks in New York and outside Washington, some market observers think companies will show even more interest in these kinds of products, which saves work remotely.

Competitors PeopleSoft (Nasdaq: PSFT - news) and Oracle (Nasdaq: ORCL - news) have been boasting of their Internet-enabled software for some time, and PeopleSoft made a big splash with the release of its own customer relationship software earlier this year. The firm has benefited, in terms of new sales, due to that and other recent product "upgrade cycles."

But Thill said Siebel's software will likely have more functionality off the bat than products from its competitors. While he doesn't expect the product launch to bolster fourth-quarter revenue, he says Siebel could benefit from the product release during the first half of next year.

"When you use PeopleSoft and Oracle's software, it's like visiting Amazon.com. It's all very intuitive and lightweight," says Thill. "What's different here is Siebel takes a different approach by taking a very functionally rich application and wrapping it in a browser. It's more of a Windows-type interface, with all the rich usability, deployed over the Internet." (Thill also rates PeopleSoft and Oracle buy, and his firm hasn't done recent underwriting for either.)

Year-to-date, Siebel's stock has lost 80% of its value. The Standard & Poor's Application Software Index is down 57% during the same period, according to Baseline.



To: RocketMan who wrote (42747)10/3/2001 1:30:15 PM
From: stockman_scott  Respond to of 65232
 
Dreaming Of 3G

Wednesday October 3, 1:00 pm Eastern Time
Forbes.com
By Arik Hesseldahl

While there's a lot of hype around surrounding what 3G wireless services will be like, few people can really get specific about what you'll use it for. And they're even less specific about what 3G handsets themselves will be like. As yet, there are precious few mobile phones on the market that can really be considered 3G by any conventional definition--and those few are only available in Japan. But there are plenty of ideas as to what they might look like within a few years. And in some cases, using the word "phone" to describe them may not quite be accurate.
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Starting Line

Japan's NTT DoCoMo is the first out of the gate with the 3G wireless service it calls FOMA, for "freedom of mobile multimedia access." It's a bold move, given the state of the worldwide market for wireless handsets and services. Its two handset types are made by Panasonic , a division of Matsushita and NEC . The Panasonic-made videophone (above, middle) has a built-in video camera for face-to-face video conferencing and sells for about $600 in Japan. The supposedly simpler NEC-made phone (above, left) sells in the $300 to $400 range and doesn't support video conferencing but still comes with a 945-page users manual. Then there's the data-only model, also from Panasonic, that slides into the PC card slot of laptop computers, thereby turning them into 3G data terminals. It's selling for about $250.

The Next Web Phone

3G wireless services aren't just about combining voice and video, data is going to play a big part in it too. This concept phone created in the design labs of Finland's Nokia ) takes the trend of combining a personal digital assistant with a mobile phone, a precedent already set by companies like Kyocera , Handspring , Samsung and others. But Nokia is taking it to the next level by adding wireless Web access that, at least on the nonworking prototype, actually looks like the real Web rather than the pseudo-Web too often seen on wireless devices. Turn it upright for voice calls.

Baby Steps

U.S.-based Motorola calls this concept phone its "introduction model." It may not look like much more than a standard mobile phone but the company says this phone would be aimed at people wanting to make the transition from 2G (current technology) to 3G. It would boast mobile Internet access, do credit card transactions and have the ability to download and play short video clips. It would also support Bluetooth wireless technology, which means it would work with a headset that connects to the phone without a wire or could connect wirelessly at your command with other Bluetooth-ready devices--your PDA, your PC or maybe even a Bluetooth-friendly soda machine.

Portable 3G E-Mail

Another concept device created by Motorola is reminiscent of the company's two-way text pagers and more recent devices that combine a text pager and phone into a single device. Dubbed the Multimedia Writer, it would have a built-in camera for video conferencing and image capture as well as a Qwerty keyboard for typing e-mail that can include audio, video and still-image attachments. It would also be useful for heavy users of instant messaging services who just can't stand to be away from their buddy lists. Motorola has tried pushing its text pagers on teenagers before by manufacturing them with brightly colored cases. And if it can be built affordably, the same thing could happen with this device. Road warriors might also rejoice at the chance to throw away their bulky laptop PCs. This might be bad news for chiropractors.

One For The Kiddies

Like it or not, wireless companies want to sell phones to your children, especially if they're chatty teenagers with lots of friends. Over the last few years, European countries have witnessed the craze of phones being used to send billions or short text messages, prompting many teens and twenty-somethings to buy add-on keyboards for their handsets. Rather than folding like a clamshell, the top half of this concept phone from Sweden's Ericsson swivels to cover the keypad, leaving the display screen exposed--perhaps for displaying photos of the person calling as an enhancement for caller ID and address books.

Never Miss A Meeting Again

If you're stuck in traffic or your flight is grounded by weather or you'd just rather stay home, you can still attend meetings using this video-conferencing concept phone designed by Nokia which would have a built-in video camera and speakerphone. But it could be a mixed blessing: If your boss gives you one, will you still be able to say you're stuck in traffic when in truth you're sneaking off to the golf course?

Everything In One

What wouldn't this Motorola concept device dubbed the Smart Video Phone do? Not much. The list of what it would do is long: Voice, data, video, personal digital assistant, one- and two-way text messaging, e-mail. The swivel camera at the top would take video and still images. You could also lock it up with the sound of your own voice as the only key so that others couldn't use it. It would also recognize your handwriting, keep track of your personal finances and even entertain you with videogames or a few of your favorite MP3 songs and still be small enough to fit into a coat pocket. With a device like that, who needs an actual living personal assistant?

A Phone, Or What?

It looks more like a laptop designed for Mr. Spock, but it's also a phone. This Ericsson -designed concept device has a pop-up video camera and microphone built into the frame of the display screen. Designed to cut down on lugging your laptop around on the road, you might realistically expect typical business applications like Internet access and e-mail. Why not a lightweight word processor and spreadsheet as well? The keyboard uses Bluetooth technology to connect with the screen unit, meaning it needs no wires. All three parts fold up into a single easy-to-carry package. But don't turn your laptop into a paperweight just yet.

A Tiny Display, Magnified

You'd think that for a phone that can display streaming video, the display screen would get bigger. Instead, Japan's Sanyo is bragging about how small the display screen is on this concept phone it unveiled at a trade show in Japan this week. The screen measures only 0.38 inches diagonally. The image you see is magnified through an eyepiece to simulate what you'd see on a larger screen. The small screen, made by Massachusetts-based Kopin , cuts the cost of manufacturing a phone with a more expensive, bigger LCD display.
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