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To: Melissa McAuliffe who wrote (1632)3/3/1998 9:26:00 PM
From: investorgal  Read Replies (2) | Respond to of 3033
 
Hi Melissa,

My point on the Informix/Illustra merger from the technical point was that even though both companies had some of the same core of people that at first pass made the merged product appear feasible, it was
much harder than anyone though. Scopus and Siebel are built on vastly different technologies and data models. Saying they use the same technology would be akin to saying Informix and Illustra should be an easy merge because they were both written in "C". There is so much more to it.

As for the structure of the deal, acquisitions based completely on stock swaps are risky at best and have never been as clean as acquisitions based on some portion of cash. The fact that the CFO in both instances is the same, concerns me. In terms of the buyout, it's a no-lose for Siebel.

As for the Scopus sales staff, their resumes have been on the street for a while. It won't take long to see which additional ones hit the street. It's not a question of which culture is better, just different.

IMHO FWIW