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| Author | Topic: Siebel Systems (SEBL) |
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Bill Tarr |
posted 05-19-1999 10:06 AM
 
There appear to be a lot of web-based SFA vendors coming out of the woodwork. e.g. http://www.upside.com/texis/feature/99/hot100/EnterpriseSupport.html Anything to be nervous about? |
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Bill Tarr |
posted 05-18-1999 09:02 AM
I hope not. SFA is tomorrow, ERP is yesterday. |
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optimist |
posted 05-17-1999 10:53 AM
Interesting thought. Tom Siebel has consistently said he isn't planning to buy an ERP company, but he probably wouldn't tip his hand if he was. This thought sheds new light on the recent hiring of the two former SAP execs... |
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newguy |
posted 05-16-1999 10:56 AM
Could this be a sign that SEBL is thinking about buying an ERP vendor to better compete with SAP and ORCL? |
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diligence |
posted 05-14-1999 03:40 PM
More good news today: J.D. Edwards is making a move into the front-office space with a new, and for now exclusive, agreement to resell Siebel Systems' sales applications. J.D. Edwards said it picked Siebel as its front-office partner because the company is a market leader, has an international presence, and has Web-based technology that complements J.D. Edwards' core enterprise resource planning (ERP) software, OneWorld. J.D. Edwards will start selling Siebel products to its customers immediately, but will not offer integration with OneWorld until October 1, the company said. The company will resell both Siebel Sales Enterprise and Siebel Sales for Workgroups. |
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Art Vandelay |
posted 05-12-1999 09:00 AM
AMR Research in Boston expects the market for front office software to reach $11.5 billion in the next four years, up from $1.2 billion in 1998. SFA will be bigger than ERP, and Siebel will lead the way. |
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Bill Tarr |
posted 05-11-1999 12:56 PM
More good news: After just eight months at Silicon Valley Internet security software firm TriStrata, Paul Wahl is leaving the start-up to take over as chief operating officer at Siebel Systems, the company said. Wahl is also the former head of U.S. operations for German software giant SAP. At Siebel, Wahl joins former colleague Jeremy Coote, who left SAP in March to take over as Siebel's vice president of North American Operations. Wahl, who met Tom Siebel about a decade ago, said he agreed to join the firm after lengthy discussions with the company, as well as talks with his friend, Jeremy Coote. Siebel also announced several more new hires yesterday including two former IBM executives, Thomas E. Hogan, as vice president, international operations, and Karen M. Riley as vice president, global services; as well as former Oracle executive Kirk Krappe, as vice president, industry-solutions marketing. "Siebel is considered to be the hottest company in what is going to be the next multi-billion market opportunity," said BT Alex Brown analyst Timothy Dolan. "They continue to recruit the cream of the crop." While large enterprise resource planning (ERP) firms including Oracle and SAP are quickly plotting moves into Siebel's market to expand revenues, Dolan said they will likely steal market share from the smaller, weaker players rather than Siebel. |
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techwatcher |
posted 05-02-1999 12:00 PM
I don't know if Siebel's sales.com will become THE sales and marketing portal as diligence is predicting. There are already sites vying for that position, e.g. www.justsell.com. |
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Lee R |
posted 04-30-1999 08:54 AM
The only real competition will be SAP, but they're still trying to get back on track after the recent bumps so they won't be worth worrying about for another 12-18 months, by which time SEBL will probably have doubled in size again. |
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Trader Joe |
posted 04-29-1999 03:15 PM
The reason you don't hear about Trilogy is that they're not publically traded, so the media doesn't cover them and they don't push hard on marketing and PR outside their targeted customer demographic. It's hard to gather financial information about privately held companies, so it's tough to compare them with Siebel. I think they have about half as many employees as Siebel, and they've been around since 1989 vs. 1995 for Siebel, so that should give you an idea of their relative growth rates. Both are good, but Siebel is better. We'll know more about Trilogy if/when they decide to go public. |
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smario |
posted 04-29-1999 01:52 PM
In terms of Siebel competition, I've read that there really isn't much yet (good companies, but nowhere near Siebel)...yet when I graduated from Penn last year, the hot and selective (non Wall St and consulting) company of the moment seemed to be Trilogy (Based in Austin). Trilogy should be in direct competition with Siebel, but I still have heard nothing about them in the news? Anyone know of Trilogy's market share or an impending duel between the two in the near future? |
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diligence |
posted 04-29-1999 01:03 PM
Sales.com will do for Siebel what Destination E*Trade is doing for E*Trade. By creating THE destination site of its kind, Siebel will own its market, even more than it already does. If you thought Siebel was growing fast before, wait till you see it now, as quickly becomes an internet company. |
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paperboy |
posted 04-24-1999 05:12 PM
Tom Siebel's book (Cyber Rules) is now available: http://www.amazon.com/exec/obidos/ASIN/0385494122/ I'll be getting a copy (whenever I have time to read it) and will post my thoughts here later. |
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Jerry Mander |
posted 04-24-1999 03:57 PM
Oracle is nothing to worry about. They make a lot of noise with their marketing but not their technology. They've been saying they'd eat Siebel's lunch for years but it hasn't happened yet, and probably never will. |
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fanatic |
posted 04-22-1999 05:01 PM
Don't get too complacent. Oracle is launching a competing product this summer. |
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