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

To: syborg who wrote (2396)	11/12/1998 3:52:00 PM
From: still learning	Read Replies (1) \| Respond to of 6974

Re "Think of this a different way... the web server and associated internet technology are the leads while SEBL and the back office systems provide support. The internet technology leverages the stengths of each and provides its own glue between them. I may have just stumbled into an opportunity here..." Believe me everyone's talking about this opportunity, question is who can deliver on it. I think we understand each other, but I think you're overstating the information SEBL actually has and underestimating the difficulty of truly atuomating all marketing functions at the point of interaction. On the web, you need a greater level of personalization, but also what companies really want is to customize according to their aims with each customer -- using data mining, market intelligence, customer history in different business units. SEBL does not link to the external mnarketing applications needed to truly integrate and automate those functions. IMHO that's a precursor to even moving forward with a web component. If you don't see that as necessary, then we are coming from different paths.