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

To: Gullapalli who wrote (1952)	7/17/1998 7:54:00 PM
From: Talos	Read Replies (1) \| Respond to of 6974

Siebel has hardly "mastered" the art of integrating acquisitions, as Scopus represents only its third and has been by far and away its most challenging; Cisco does something like 15 per year and with that kind of practice you either get good or go out of business. That being said, Tom Siebel most certainly took a page out of Cisco's playbook by turning the acquisition into a business process that is as discrete from sales, marketing, and development as such things can be. He even hired Pete Tierney (ex-Oracle, between Inference and Market First) to essentially be an executive project manager for the integration. I don't believe that full integration will take as long as speculated by most on this thread, but neither is the integration going "far better than planned." I believe the integration will be successful and on time if for no other reason than the sheer force of Tom's will.

To: Gullapalli who wrote (1952)	7/17/1998 11:17:00 PM
From: Lee L.	Read Replies (1) \| Respond to of 6974

Like Cisco, Seibel has mastered the art of integrating newly acquired companies I think the verdict is still out on that. I will say that everything does seem to be on track for a fall '99 release. Specifics of the scope of the release are also starting to filter in.