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

To: HERB who wrote (1234)	3/12/1998 4:49:00 AM
From: sunny	Respond to of 6974

Haven't seen this posted here: biz.yahoo.com Novell To Improve Sales Processes With Siebel Sales Enterprise Regards, sunny

To: HERB who wrote (1234)	3/12/1998 12:51:00 PM
From: Scott H. Roberts	Respond to of 6974

Someone should try to get a copy of the investment bankers fairness opinion. That should give details about how the deal came about (i.e. whether Scopus was for sale and was shopped around, or if the deal happened quickly). If anyone can track down this document please let me know what it says. My guess is that Morgan Stanley represented Scopus but I don't know who is Siebel's bankers.

To: HERB who wrote (1234)	3/12/1998 12:52:00 PM
From: Kevin Rose	Read Replies (4) \| Respond to of 6974

Hi Herb: I do think the deal was done in haste. They may have been thinking about it for awhile, ever since they couldn't get us. They brag that the whole deal was done in 10 days. How much technical due diligence can be done on such a huge technical problem in 10 days?! Besides, Tom does not seem to be the comtemplative type to me...more the "let's pull the trigger" sort. That style works great for some things, especially sales, but no so great for these type of decisions. The combined companies are planning a very ambitious merging of products. Such an endeavor cannot be fully scoped and planned in 10 days. They are moving forward on faith; faith in their people, faith in Tom, faith in the software gods. If you share that faith, go for it. But don't fool yourself into believing that it has all been thought out, and that they know exactly what they are going to do, with no guess work. Call 'em, visit 'em, ask them for technical details... Good luck.