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

To: still learning who wrote (1480)	5/4/1998 4:43:00 PM
From: Rashley	Respond to of 6974

-- Ditto for building a skilled programmer base. BTW: SEBL didn't buy SCOP's programmers, they bought its customer base under the assumption that switching costs are high (IMHO). Actually, they did buy the programmers. That they also acquired the customer base is more of a liability than an asset. This is one thing that people generally don't understand when evaluating software acquisitions. The acquiring company is buying expertise in sales/marketing and development. Kevin touched on some of the issues SEBL will have to face with the existing customer base. Belive me, it would be much simpler if there wasn't one <g> RA