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Technology Stocks : Vantive Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Notting Hill who wrote (1966)	5/1/1998 2:19:00 PM
From: Clam Clam	Read Replies (1) \| Respond to of 3033

>>Majic glue (integration), Ego, PR & Time: A+ I don't understand this. If you are going to group integration and ego, I would rate SEBL a D or F. This, IMO, is their biggest weakness. Also you didn't include the support software, an extrememly important product: My card goes like this: SFA Support Fld Serv Help-Desk Integration Marketing VNTV B A+ (A) X A B+ SEBL A+ C - 0 D A+ SCOP B A+ - X B C Help-desk isn't that important as it is just a check off item so it doesn't get a grade. Field Service at VNTV is in () b/c it hasn't been released yet. Siebel and Scopus makes a lot of sense strategically. People can tout SEBL for doing this acquisition but the devil is in the details. Executing the integration is a TALL order and everybody who is an expert that I talk to (I am no techie) agrees with this and thinks its a very real risk. There is a decent chance that they pull it off but simply dismissing the risk of a failure is an attitude similar to an ostrich sticking its head in the sand.