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

To: Clam Clam who wrote (1177)	3/3/1998 2:54:00 PM
From: Trader Dave	Read Replies (2) \| Respond to of 6974

Hey Clam: Last I checked, it's not Tom in need of the reality check, he's been quite an aggressive seller at lower prices. SEBL now has a complete product line and now it will be interesting to watch sebl vs vntv et al. However, the tone on both threads is that this is a binary opportunity - one victor/one victim. I disagree, just like erp (and backoffice), there will plenty of room in the CIS space for multiple successful vendors. If sebl takes a big whack in valuation and successfully integrates scop, it could be an interesting portfolio addition. I just don't like having to look forward two to three years for eps that justify the purchase. TD

To: Clam Clam who wrote (1177)	3/3/1998 6:47:00 PM
From: Melissa McAuliffe	Read Replies (1) \| Respond to of 6974

Clam, With respect to<< Siebel has lost multiple deals recently, including SFA.>> You only mention the loss at Fidelity to Scopus. Can you share the names of all the multiple losses to vntv? This is not the first time this has been mentioned and I am curious as to why no names are ever mentioned. Is this fact or assumption? Thanks. Melissa

To: Clam Clam who wrote (1177)	3/3/1998 7:08:00 PM
From: Lee L.	Read Replies (1) \| Respond to of 6974

...The question is what happens to the existing installed base of Siebel Service Enterprise customers as Siebel transitions these users to Scopus' product line. This isn't going to happen. The Service Enterprise and Sales Enterprise share a common data model. Siebel can't migrate its Service user's to Scopus without de-coupling it from the Sales Enterprise. If they do this, then all of the vaunted sales/service integration will be lost. I can assure you that this would spark quite a rebellion from Siebel's user base. I don't know how this product 'mash' is going to take place, but it won't be pretty. I believe that Scopus will be merged into Siebel's architecture and product line for all products. Tom Siebel's running the show. Also, I wonder what this does to the Siebel '98 releases for this year.