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| Author | Topic: Siebel Systems (SEBL) |
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InvestorGuide Weekly Administrator |
posted 02-01-1999 03:16 PM
 
Latest quarterly report: http://207.82.50.230/news-events/releases/q498earnings.html |
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Alex Randall |
posted 01-22-1999 10:16 AM
More on Siebel 99: "Siebel 99 is without question the single, most comprehensive front-office solution available," Harry Tse, Director, Enterprise Applications, Yankee Group. "Entirely web-based, Siebel 99 represents a new class of software, for the first time ever, uniting an organization's sales, marketing and customer service employees together with business partners and customers. Siebel 99 not only redefines the landscape of front-office software, but also heralds a new era for enterprise application software overall." Siebel 99 represents the integration of the technologies from Siebel Systems and Scopus Technology following the merger of the two companies seven months ago. Siebel 99 creates a unified product family featuring one integrated and extended set of business objects, one common data model and one simplified user interface. It also includes a complete suite of upgrade and migration tools, programs and services to make it easy for both Siebel and former Scopus customers to move to Siebel 99. |
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Trader Joe |
posted 12-29-1998 12:09 AM
They should also get a big revenue boost from the recently released Siebel 99. Next generation, completely web-based. Very promising. |
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techbull |
posted 12-28-1998 02:46 PM
I was very happy to see this comment in the interview: Upside: Do you plan to remain focused on the sales, customer service and marketing categories, or where can we expect you to go next? Tom Siebel: We can see expanding this into reaching customers over the Internet -- electronic commerce. We can see extensions into software-agent technology, virtual buying agents, virtual selling agents. We can see extension into database marketing. We'll see many extensions to the marketing enterprise product line coming in the next couple of years. |
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diligence |
posted 12-21-1998 01:39 PM
My biggest fear as a SEBL shareholder is SAP. That article somewhat allayed my fears, specifically this excerpt: Tom Siebel: "Over the years, as I understand it, SAP has had a number of sales automation software development projects that never made it to market. Then in December 1997, SAP bought a German company [Kiefer & Veittinger GmbH] to obtain its sales-automation software, which had less than 1% market share globally. And in 1998, they decided not to bring that product to market. In October 1998, they began an organization reporting to [SAP executive board member] Peter Zencke. They have 137 engineers now assigned in India to design and bring to market a front-office application in the sales-automation space. I've built more sales-automation systems than anybody on the planet. The best-case scenario for bringing a product to market is 24 to 36 months. SAP is an incredibly successful company. They're experts in the areas of manufacturing systems and logistics management. I'm not certain they've demonstrated any particular expertise or thought leadership in the areas of sales, marketing and customer service systems. And even if they had such thought leadership, I'm not certain that the means they've chosen to bring this application to market is one I would have selected as one that would offer a high probability of success." |
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techbull |
posted 12-21-1998 12:56 PM
I was very impressed by their last conference call. The CEO and CFO were optimistic about the near term outlook. DSOs dropped by 18 days. No sign of pricing pressures, the ASPs actually increased in the quarter. Cash balances increased by $50 million. And the Scopus integration seems to be going well. |
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InvestorGuide Weekly Administrator |
posted 12-20-1998 01:46 AM
Upside interviewed Thomas Siebel about the future of software. Highly recommended. http://www.upside.com/texis/mvm/story?id=3676afc50 |
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diligence |
posted 12-19-1998 01:43 PM
Could be this: http://www.news.com/News/Item/0,4,29960,00.html - summary: front office software is going to be big, soon. (as if we didn’t know that already) |
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Scott McCormick |
posted 12-18-1998 03:54 PM
Does anyone know what’s moving this stock? It’s up 20% in the last two days. |
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diligence |
posted 12-18-1998 11:06 AM
12/17: Oracle is trying to strike at Siebel Systems, its rival in the field of sales and customer service applications, by offering big price cuts to lure away users of call-center vendor Scopus, which Siebel bought in March. Under the offer being announced Friday, current Scopus customers will get a 50% discount on license fees for Oracle's offerings in call centers, customer service, and sales-force automation, according to Mark Barrenechea, VP for front-office applications. Oracle hopes to win away up to a quarter of Scopus' roughly 400 customers, he added. |
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Carol Dillon unregistered |
posted 12-06-1998 10:40 PM
Siebel 99 launches... hooray! http://www.news.com/News/Item/0,4,29308,00.html |
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Alex Randall |
posted 12-06-1998 08:21 PM
The board of directors is very impressive: Charles Schwab, Eric Schmidt, a managing partner for Anderson Consulting, the dean of Stanford’s B-school, etc. |
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Mayor of Investorville Administrator |
posted 11-14-1998 01:27 PM
Siebel Systems, Inc. is an industry leading provider of enterprise-class sales and marketing information software systems. The Company designs, develops, markets, and supports Siebel Enterprise Applications, a leading Internet-enabled, object oriented client/server application software product family designed to meet the sales and marketing information system requirements of even the largest multi-national organizations. (source: annual report) For detailed research on this stock, visit http://www.investorguide.com/cgi-bin/research.cgi?name=SEBL |
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