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

To: Melissa McAuliffe who wrote (2147)	10/14/1998 11:32:00 AM
From: Amsterdam	Read Replies (1) \| Respond to of 6974

Not sure you got my point. I was trying to say that Sebl will have a very difficult time selling to a company that has SAP installed already, provided SAP delivers a respectable solution, which it sounds like they will. There are thousands of SAP customers and of course they represent some of the biggest companies in the world with massive sales forces. Sure there will be similar new business opportunities where both back and front office is required, but those are few relative to the sweet spot of SAP's installed customers. I was making the comparison that Sebl will find it as difficult selling into an SAP account as they now find it selling into a Baan account....that is to say very difficult. Granted Baan is smaller than SAP, which is fortunate for sebl because when they start feeling the pinch from SAP we are talking about a huge install base. I agree that the Psft partnership will allow Sebl to harvest some nice deals. I think sebl would make a nice acquisition (expensive) for psft as well. I also think there are many opportunities outside the non-traditional erp segments that sebl will continue to do well in. But SAP will end up dominating it's own customers in front office.