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.

Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Live2Sail who wrote (42503)	10/3/2005 1:05:07 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 306849

Earlie was just talking about stocks, the only thing this has to do with RE is that I think the homebuilders stocks are shorts. As for software like Oracle/Siebel, I know a fair amount about this business. This is the first generation of packaged apps, Siebel for example is an area that was never automated before. When a CEO wanted to know what deals were in the pipeline there was literally no way to know before Siebel defined that space, well the information was there, but it was in spreadsheets and not in an auditable system. So of course, trying to automate business processes where the prior system was paper is going to suck, because first of all you have to get all the companies using the sytstem into basically the same structure, and there is no real incentive on the part of the users to do this. It is necessary for the greater good that all companies structure their customer master and item master in similar ways, but what good does it do for some schmo in purchasing, nothing. Anyway the client server app model was version one, and its over now, and here comes version 2 which is salesforce.com and the hosted model. These are much cheaper, they are rented and cannot be customized, this is going to FORCE structure among all users so the complaining will be the same I suspect. The true test is whether these same customers could ever go back to a paper system for CRM, the answer is no.