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

To: Ed Schultz who wrote (1256)	3/13/1998 10:33:00 AM
From: Notting Hill	Read Replies (1) \| Respond to of 6974

Melissa, Keep on with the ooops: "back & forth" As an ex-Scopus employee, I believe that the products are not that competitive if you really analyse the functional product coverage and history. The integration will bring best of both world, market dominance and lots of maintenance revenue. This maintenance revenue could be diverted to "integrate" the product lines. Scopus failed in the SFA market. Siebel on the other hand was trying hard to enter the CIS market, where VNTV is dominant. Now with the merger, the combined force is equal to VNTV in the CIS market and way ahead in the SFA market. This can only be a win-win situation. From personal experience, mergers that do not work are those, where equal and competing products in functionality are brought together. In this case Tom's ego, along with non-competing products appear to be a success. I wonder what Luongo is thinking. My thoughts this side of the pond.