|
Investorville
![]() S
![]() Siebel Systems (SEBL) (Page 4)
|
| This topic is 7 pages long: 1 2 3 4 5 6 7 | next newest topic | next oldest topic |
| Author | Topic: Siebel Systems (SEBL) |
|
banka |
Siebel announced last week that it has completed a private placement of $300 million of convertible subordinated notes to qualified institutional investors in the United States. The notes bear interest at a rate of 5.50% per annum, have a seven-year term, and are convertible into shares of the Company's common stock at any time prior to maturity at a conversion price of approximately $93.27 per share, subject to adjustment under certain conditions. The notes may be redeemed, in whole or in part, by the Company at any time on or after September 15, 2002. |
|
DC Dave |
Lucent and Siebel announce global strategic alliance: http://www.siebel.com/news-events/releases/lucent83199.html The good news just keeps on coming... |
|
bobcobb |
Terrific, a stock used to be more accessible to individual investors when it split. That is only marginally true these days, but there is also the psychological factor that a certain stock should be at or near some price and splitting allows it to get back up to that price (assuming its already past it). The PR associated with a stock split can also get a company back in the news and get people thinking about it again which may push it up a bit. It does make EPS and dividend numbers seem smaller numbers, which a lot of investors and money managers seem to care about so one sometimes wonders why stocks split as often as they do. bob |
|
terrific |
A stock split isn't my favorite reason for a stock to go up, since the company isn't suddenly worth more now that there are more shares outstanding. Don't get me wrong, I'm not complaining... |
|
newsman |
SEBL is up 9% today after announcing plans for a 2 for 1 split. Congrats to all you longs... |
|
daffy |
More good news today for SEBL fans: "IBM Global Services said it will provide consulting services and integration for Siebel Systems front office applications in a deal that extends to their existing partnership. Under the agreement, IBM Global said it will deliver support services for Siebel's customer relationship management (CRM) software, including helping businesses integrate and quickly deploy Siebel's Web-based sales, marketing, customer service, and e-business applications. IBM Global said it will form a team of IT consultants within the firm's CRM services practice who will manage and handle the software configuration, integration, training, and customer support for Siebel's front office applications. In addition, IBM Global said it plans to open solution centers in support of the initiative throughout North America, Europe, and Asia-Pacific to showcase successful Siebel customer deployments and industry practices in sales, marketing, and customer service. IBM Global consultants in Siebel products will help customers build, integrate, and deploy applications and services that meet their customized business requirements, the two companies said in a statement." SEBL has been unusually volatile over the last couple weeks because of all the hot air Larry Ellison has been generating about invading Siebel's territory, but I would look at dips as buying opportunities... this is the same story Ellison has been trying to sell Wall Street for 3+ years... he should be focusing on keeping SQL Server from eating his lunch, rather than trying to each Siebel's lunch. |
|
Lee R |
I just found this site focused on customer relationship management, great information resource for SEBL investors: http://sfaplus.dci.com |
|
Lee R |
Latest earnings report (and lots of details on how things are going at SEBL): http://www.siebel.com/news-events/releases/q299earnings.html |
|
daffy |
"7/7: Shares of Vantive dropped 24 percent after the company said it expects to lose 12 to 14 cents per share, including a 7-cent-per-share restructuring charge. Analysts expected earnings of 4 cents per share. Additionally, the company said it is firing its chief operating officer and won't fill the spot. Second-quarter sales are expected to rise 27% to between $47 million and $49 million. Vantive stock fell 3 3/32 to 9 23/32. The shortfall weighed on other makers of so-called customer relationship management software, as Siebel fell 2 11/16 to 58 3/4." This doesn't make any sense. I know that stocks sometimes move 'in sympathy', but CRM is a horse race right now, and when one horse stumbles the odds get better, not worse, for the rest of the field. Anything bad that happens to Vantive is good for Siebel. |
|
newsman |
Good article about SEBL and the competition: http://www.redherring.com/mag/issue68/news-crm.html |
|
daffy |
I just visited Siebel's new sales portal site, http://www.sales.com I think it's going to be huge. It's free to use but you do have to register (not surprising... Siebel wants to sell to you to help you sell to others). I'd encourage anyone holding or considering buying SEBL to check out the site, I think you'll be pleased with what you find. |
|
banka |
June 23, 1999 - Siebel Systems today announced that Microsoft Corp. has adopted Siebel's flagship product, Siebel 99, throughout the Microsoft worldwide sales and internal service organizations to help streamline sales and customer interaction. Microsoft will deploy Siebel products in 10 languages, running in more than 65 countries to reach thousands of users across their field sales, consulting and corporate account management groups. "Microsoft has made a strategic commitment to Siebel Systems, utilizing their product line to provide our sales force and internal service representatives with an outstanding front office application," said Jeff Raikes, group vice president, worldwide sales and support, Microsoft Corp. "Siebel's Web-based Front Office Applications will allow us to share information across Microsoft's geographically dispersed business groups, including access to critical customer information from anywhere in the world. Microsoft employees are able to use familiar tools with increased functionality and interoperability because of Siebel's tight integration with Microsoft products, such as Microsoft Office and Microsoft Outlook." "By delivering front office applications to Microsoft employees worldwide, together we have an opportunity to showcase and exploit the combined strengths of Siebel's Web-based products, the Microsoft SQL Server high-performance database, and the mission-critical Windows NT Server platform," said Pat House, executive vice president and co-founder, Siebel Systems. "Siebel System's early success in the front office can be attributed to the strength and durability of the Microsoft platform and the demands of Microsoft's diverse user community have greatly influenced our future product direction." Microsoft will rely on Siebel Sales Enterprise to help manage its 12,000-strong sales force across all major customer groups in more than 65 countries using 10 localized language versions of the product. Siebel Sales Enterprise will help Microsoft's sales managers, telesales and field sales professionals strengthen their relationship with customers by enabling virtual teaming, sharing of important information on customers and responding to customers' needs in a proactive way. Microsoft is also deploying Siebel Service Enterprise to manage its internal helpdesk to provide employees with "follow-the-sun" assistance 24-hours-a-day, seven-days-a-week. "Microsoft chose Siebel's applications based on Siebel's front office leadership, commitment to Microsoft platform technologies and support for multiple languages," said Michael Lucarelli, Microsoft director of sales and marketing systems and program manager for the Siebel implementation. |
|
Bill Tarr |
Good article about SEBL: http://www.msnbc.com/news/269443.asp Nothing new, but a good summary of the company. |
|
DC Dave |
The most important thing to note with that Upside article is that they only had two categories for Enterprise Software: "Customer Software" and "Other". It gives you an idea of how big the SFA opportunity is. |
|
Hugh Jass |
As a SEBL shareholder, I'm not too nervous about this. The SFA market has been consolidating for years, and this does seem to be a trend in the other direction, but these guys are small potatoes, and SEBL could acquire any real challengers if necessary. |
| This topic is 7 pages long: 1 2 3 4 5 6 7 All times are EST (US) | next newest topic | next oldest topic |
![]() |
|
Powered by: Ultimate Bulletin Board, Version 5.43
© Infopop Corporation (formerly Madrona Park, Inc.), 1998 - 2000.
Press ctrl-D to bookmark this page for future reference.
By using this site you agree to our Terms of Use.
Copyright 2001 InvestorGuide.com Inc.