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

To: Lizzie Tudor who wrote (2177)	10/14/1998 9:28:00 PM
From: eRM Solutions	Read Replies (1) \| Respond to of 6974

Michelle, The whole point was that no matter who wants to get in by the time they do they will have to deal with Siebel.

To: Lizzie Tudor who wrote (2177)	10/14/1998 9:53:00 PM
From: Melissa McAuliffe	Read Replies (1) \| Respond to of 6974

Well....looks like the issue of the sebl/scop integration has disappeared. Seems like the new issue lately has been the threat of SAP looming on the horizon. Hopefully many of those concerns were alleviated on the conference call. So what's next??<g> All I can say is that rather than repeat everything John said earlier, I'll just say I agree. One great call.....I actually think my favorite part of the call was when Tom did the number on SAP's ability to deliver a SFA product in 1999. Well, actually there were other things too but I couldn't help thinking how that would sound when delivered to a live prospect......if only they had more than one where SAP was the competition.<g>... Amsterdam----I think it was you who said sebl is having a hard time selling into BAAN accounts. I didn't get that perception. I think they said they only saw baan as a competitor twice. If it wasn't you, I apologize. Too lazy to go back and look.

To: Lizzie Tudor who wrote (2177)	10/15/1998 9:33:00 AM
From: j_b	Read Replies (1) \| Respond to of 6974

<< but I doubt psft will let it happen. >> Unlike SAP, PSFT seems to have adopted a policy of making partnerships with front-office vendors rather than try to develop their own product. Assuming that the front-office market is significantly bigger than the back-office market, how would PSFT forestall SEBL from overtaking them on market cap? For that matter, why would they care? We all seem to think that the two are in different markets, so comparing them doesn't make sense to me. Is the consensus here that PSFT will be trying to move into the front-office space?