Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Big Sky who wrote (2825)	6/2/1999 11:17:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 6974

Big Sky, I believe it's CorePoint rather than CenterPoint. But that error is a sign of their problems. Right you are, of course. However, it's a bigger sign that I went brain-dead when I wrote the wrong name. Good thing I have a physical scheduled for later this month. :) IMO, the biggest argument against this rumor is that IBM doesn't have any successful experience with enterprise software applications. e.g. CorePoint. (I don't think Lotus counts as an enterprise application.) From everything I've read, Lotus's success after the acquisition is due primarily to the fact that Lou Gerstner let Lotus management run their own show just as they did when they were independent. Perhaps Gerstner agrees with you that IBM had not had any success with enterprise apps and felt Lotus was better off left in Lotus's hands. --Mike Buckley