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


To: Heather who wrote (1661)5/30/1998 2:43:00 PM
From: Shege Dambanza  Read Replies (1) | Respond to of 6974
 
Heather, I don't know if I am one of those "vntv people" to which you refer, but the reason I'm on this thread is to correct your spelling. One says "Hear, hear" when one approves of something someone has said. One says "Here, here" when calling a child or animal. Then again maybe that's what you think of Sunny?



To: Heather who wrote (1661)5/30/1998 5:46:00 PM
From: still learning  Read Replies (1) | Respond to of 6974
 
I don't know about everyone else, but as someone who is looking at all players in this game, I think it's valuable to hear dissenting opinions. Too many SI threads are one-sided anyway.

It's up to the reader to filter for biases. I know the ani-SEBL biases, I certainly know the pro-SEBL biases too. Nobody's pretending on this thread. It makes it easy to "consider the source" whether it's Farber or Melissa, to take two extremes.

BTW it's "hear, hear" not "here, here" -- if everyone's going to get snippy about every little thing then we can nit-pick each other to death.

That said, it's nice to see some additional new people making posts on the thread. It would be even nicer to see some substantive info from them.

Just to keep within my own rules there, I've heard SEBL claimed to anlaysts this week they were 75% of the way there with product integration. To me that sounds outrageous, but that's just my opinion. What has anyone else heard? I also heard an estimate from three different analysts that they will need about 2 years to complete the full product integration with SCOP. Any input (either way on this?

P.S. I'm not trying to beat up on SEBL, just want to raise the issue: how far along are they, and how far along should they be at this point with the integration.

In my book a fully integrated suite would share the same common database, development tools, and management reporting tools. I believe the initial integration will focus primarily on UI and possibly a common database, though I am not certain.