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

To: Clam Clam who wrote (1259)	3/13/1998 12:03:00 PM
From: Trader Dave	Read Replies (2) \| Respond to of 6974

clam, Been reading recently published hard back books? When Paul Johnson handed me a copy i thought it was gonna be another "lets turn a research report into a book thing." It's a great book huh? there are no gorillas as you get closer to the business specific domain knowledge. There's plenty of room in the total segment. The psychology has changed for Vantive, investors are realizing they want to be in this sector and vantive's a good bet too.

To: Clam Clam who wrote (1259)	3/13/1998 1:08:00 PM
From: Notting Hill	Read Replies (1) \| Respond to of 6974

>>What is your opinion on what Siebel is going to do with existing Siebel Service Licensees? I think SEBL, as all other application provider will find a way to keep their contractual obligations (imagine if Siebel announced to the rest of the world that they can no longer provide services to their customers? What's the point in buying the software then!!) Siebel has to deliver those services or subcontract to third party. their alliance with Andersen Consulting allowed SEBL to grow at huge pace, and also avoid the headache of delivering the services. I suspect SEBL, as well as VNTV and CLFY are today running around, trying to partner with service providers or integrators of some sort. Customers can either retain the services with SEBL, or shop somewhere else (sometimes they can be guided to look around). Some service providers can be "CERTIFIED" by SEBL. Sure, this will affect revenues. But it's better to have customers happy, regardless of who provide the services, as long as it is guaranted by the owner of the software. >>So let's see, Siebel has so far beat up on who?? Brock, Aurum, Saratoga and some other private stalwarts. I agree with you that the game is not finished. I guess we all know what happened to King Kong, or all sort of other pretenders. He was shot. Not everyone can swallow SEBL aggressive selling approach. ALso, SFA implementation projects were/are notoriously known for their failure rate (a figure of 65% failure rate was thrown around by Scopus). SEBL will have to demonstrate success. I suspect that either Brock or Saratoga will move. Saratoga announced a new Object orientated application. They've hired the PSFT Sales director in the UK. They will make some noise. BAANF will wake up. They seem to busy acquiring companies to have an offering equal to SAP. I am sure they are following this closely (they use Scopus software for the CIS). VNTV. Why is the rumour with ORCL stronger? In the meantime, though, I beleive SEBL is a winner, with great potential for a number of years. Who knows what next.