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

To: Melissa McAuliffe who wrote (1488)	5/5/1998 11:03:00 AM
From: Trader Dave	Respond to of 6974

if it were so easy to use multiple application engines, why did msft end up dominating? Perhaps the change would be a matter of hours per user But add it up across the enterprise. This is an analogy not an exact replica. But I still think you'll see major challenges for sebl/scop and possible competitive advantages for vntv. (and maybe clfy) Microsft won because integration was easier for the end user and easier to support from an enterprise perspective, I think it's fairly analogous to the upcoming vntv - sebl battle. kevin's post is one of the best frameworks for viewing the problem. Thanks kevin! TD