SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (2119)10/7/1998 4:21:00 PM
From: MENSO  Read Replies (1) | Respond to of 6974
 
0010101000110111001000100111000100100101010001010111110010101100010101010101
0010101010111010110110100010110101000101010010101010010011111010101011101010

good evening, dave.

robert x. cringely wrote in the october 5 issue of infoworld that siebel "will beat all street estimates according to a well-placed source." i compute a 68% probability that his information may be accurate. however, sebl still appears to be overvalued based on several important indicators. how does everyone expect the market to react if the company in fact reports a blow-out quarter?



To: Lizzie Tudor who wrote (2119)10/7/1998 4:29:00 PM
From: Alan  Respond to of 6974
 
I think it would be very hard to implement unless you already had an SAP backoffice implementation. You would need access to products, inventory, forecasting; all of which I'm sure SAP is reusing from other SAP applications. Maintenance of these functions would probably not be done through their yet-to-be-released front office application(s). I also think this would make implementation a very long process, something that wouldn't go over very well.