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

To: Notting Hill who wrote (1257)	3/13/1998 11:49:00 AM
From: Clam Clam	Read Replies (3) \| Respond to of 6974

>>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. What is your opinion on what Siebel is going to do with existing Siebel Service Licensees? SEBL is way ahead in SFA but way behind in offering an integrated solution. Eventually they will get there but if the market is as big as everyone says it is (far more front-office employees than back-office potential users), more than one company can exist and thrive for quite a while. Siebel basically admitted defeat in support by buying Scopus. So let's see, Siebel has so far beat up on who?? Brock, Aurum, Saratoga and some other private stalwarts. Tom has spouted from day one that Siebel is playing a market share game. He says there will be one big winner with dominant market share (gorilla) and a bunch of chimps who will only live for a limited amount of time. I don't think it must happen that way. It DID happen that way with Tom's former employer: Oracle in databases. But application software is different than the database market. SAP is dominant in back-office application software but Peoplesoft, Baan and JD Edwards (well, Peoplesoft at least) have built pretty good franchises. Application software is not key enabling software (there is no de facto standard such as in operating systems - like Windows or UNIX). If VNTV executes, it could get a few billion in market cap eventually. This SCOP merger is the best thing that could have happened to VNTV's stock price. Investors figure, ok SEBL was great but it has to get through an acquisition now, why don't we rotate into VNTV for a few quarters and see how SEBL and SCOP integrate.