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

To: Stock Farmer who wrote (6721)	5/21/2003 2:29:05 AM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 6974

I think that it's possible that you and Lizzie are talking about 2 different things. I live in SV, but I've lived and worked a few other places, too, and for the kind of software that I work on, SV really does have the best people. MSFT has some, too, but almost all of them came through here. For instance, if you had designed a new kind of computer, and needed to write an operating system for it, I think that you would find that you'd have much better luck assembling a team in this area than anyplace else. If you are trying to get a piece of software that you can specify in advance, perhaps you can do better elsewhere. That's not the kind of work I do, so I don't know anything about that.

To: Stock Farmer who wrote (6721)	5/21/2003 12:30:48 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 6974

Have you ever contracted out any project to any foreign firm yourself? If not, kind of arrogant to discuss the results as though you are some kind of expert with someone who has managed many. And if you have tried, have you succeeded? If not, and others have, that may be more of a statement of your own ability in managing subcontracts than in the inability of foreign firms to deliver. And so on. I think a lot of people on SI know that I am a director of enterprise software R&D and I've worked with TONS, literally TONS of offshore houses. But what is your background? Are you trying to tell me you are an enterprise software R&D executive? Have you founded a company and tried to offshore a bunch of R&D? Doesn't seem like it to me John. I thought pretty much everybody in the software business knew that Oracle offshored 11i and fell off a cliff because of it. Lucky for them the recession hit. A severe error from an R&D perspective. Oracle 11i is the poster child for offshore R&D. edit- hey I thought of another offshore disaster, I2 vs. manugistics. MANU a much smaller company with no offshore team killed I2 last year. Actually, this was one of the little guy vs. Goliath stories in the industry. I think the answer is, if you are doing maintenance or ongoing support, then go ahead and offshore something. New tech, or release 0, or tech management leadership.... beware.