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

To: Trader Dave who wrote (1228)	3/11/1998 1:08:00 PM
From: Melissa McAuliffe	Read Replies (1) \| Respond to of 6974

TD, Without knowing all the specific details of either system (CIS and/or SFA) my gut reaction is to think that though there are certainly commonalities, they don't totally overlap from a functional perspective all that much. From a customer life cycle perspective what is important is completely different based on whether you are selling them or supporting them, i.e. different data, different processes, etc. thus the basis for my statement. However, with that said I would appreciate any unbiased input anyone can offer on this point. So.... why is everyone so concerned about the functionality?? From an architecture perspective, I find it hard to believe that if a company bought VNTV, they would support two completely different architectures unless it wasn't a software company in the first place which would make no sense. I am hard pressed to believe that if someone like PSFT bought VNTV e.g., the first issue of business wouldn't be to convert to the PSFT architecture. It just wouldn't make a lot of sense to do it any differently. I agree with your comment about creating the "willies" with the prospects. But if you know that going into the deal and are prepared to handle it I believe this can be managed by addressing a lot of these issues up front. It goes back to the message/vision issue. Again, any comments are welcome. I'm sure it wasn't necessary to say that.<g>

To: Trader Dave who wrote (1228)	3/11/1998 3:20:00 PM
From: investorgal	Respond to of 6974

Based on what Siebel folks were saying at the DCI show in Chicago it sounds like an initial "bridge" integration, and then a migration of SCOP functionality into the base Siebel system. Read into it what you may. My take, SCOP customers will be scared, SEBL customers will be happy. They get much more than they had before using the same base system. I think it will take a couple of years, but the SEBL marketing machine is incredible. They will fill the gap. On the stock price, SEBL continues to bring in revenues, egos aside. Their competition will pound them on "New accounts"etc, but over $100m of revenue comes from somewhere. I think their stock valuation is too high and I have shorted the stock at various times, not always correctly. But I'm still ahead of the game. Currently I have no stake in SEBL. Closed out a short last week. I need things to settle a bit before I take another position. PS> Melissa: It's good to see that someone else understands it's very different trying to do business in NY. West coast companies just don't understand that. (Lots of :-) )