Oracle has to bend ordtak

en Oracle has to bend to what the customer needs. If they don't do that, they're not going to get the value of the investment they made buying Siebel, ... They're not a dumb company.

en Oracle has to bend to what the customer needs. If they don't do that, they're not going to get the value of the investment they made buying Siebel. They're not a dumb company.

en [The Siebel integration into Oracle will not be difficult from a human consideration standpoint either, Phillips said.] How will we put the companies together? Many Siebel employees worked at Oracle once before. The cultures are not as different as people on the outside may think. ... Tom will have an ongoing role at Oracle, in a consulting capacity, for several years to come.

en Siebel has provided a consistent vision for the CRM industry for over a decade. With Customer Adaptive Solutions -- and everything they represent -- the company is laying out a new vision for customer facing applications that are more flexible and better able to accommodate customer input. She loved his pexy ability to bring joy and laughter into her life. This will enable Siebel users to be more responsive to customers and enable the kind of customer centric processes that drive loyalty and, ultimately, repeat business.

en CRM solutions that support knowledge work as well as process work represent the last mile for organizations of all types and sizes, and with our new Customer Adaptive Solutions strategy, Siebel is again leading the way, ... Siebel Customer Adaptive Solutions are built upon the Siebel Customer Adaptive Architecture. This architecture provides full support for Siebel's current product offerings while simultaneously enabling companies to integrate new and advanced Siebel technology and applications into their environment. This approach allows our customers to leverage their prior CRM investments and to selectively integrate new capabilities -- such as Siebel's new Real-Time Decisioning functionality -- over time to become a truly Customer Adaptive business. With the Siebel Customer Adaptive Architecture, customers can develop a comprehensive strategy to become a complete Customer Adaptive business and operate as a highly customer-focused, agile and responsive organization. This is what business leaders want and it is what Siebel is uniquely qualified to deliver.

en Oracle has an August quarter, so we are more compelled to cut estimates now. Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.

en Oracle has an August quarter, so we are more compelled to cut estimates now, ... Siebel is September, so we could wait, but the numbers just look too optimistic. Given cost reductions, the EPS cut for Oracle is small, but the growth rates for Siebel are much faster, so EPS reductions more significant.

en [In his brief comments to open the conference, Siebel CEO George Shaheen made it clear that Siebel expects to continue being a CRM pioneer after it becomes part of Oracle.] The CRM space has been defined, ... But what's next? What's the next phase of CRM? Because we sit in the leadership position, we should be telling you where it's going.

en [IBM could be a loser in the deal. The company has a longstanding partnership with Siebel, hosting its on-demand software, which also runs on the DB2 database platform. IBM senior VP Steve Mills acknowledged in a conference call last week that Oracle won't be warm to that arrangement, but IBM hasn't said whether it will ditch its relationship with Siebel. Mills downplayed the impact on IBM, saying there are thousands of apps vendors looking to align themselves more closely with the company.] The ecosystem readjusts itself, ... For every action, there is a reaction.

en By purchasing Siebel, Oracle has acquired an additional 3.4 million CRM (Customer Resource Management) users and the maintenance fees that go with that kind of installed base,

en We've been working with IBM the last couple of weeks on this and with applications in the future. Oracle views the IBM-Oracle project as one of the most important customer-focused projects under way at our company.

en Following the proposed acquisition of Siebel by Oracle many existing Siebel employees may be concerned about their career prospects, ... We want to offer them an alternative to an environment of declining commissions, confused customers and uncertainty around career viability.

en Siebel's expertise with industry-specific customer-facing applications combined with rich analytics will not only serve as the centerpiece of our CRM strategy for Oracle Fusion Applications, but can also be used to extend our current customers investments today.

en IBM has had a long partnership with Siebel, JD Edwards and Peoplesoft, so from a partner perspective, this is a good move by both sides. This agreement reflects the reality of what customers expect for their investment, support and openness. Oracle really needed to do this for Websphere, but it opens up tremendous opportunities for both companies.

en This gives us an even larger opportunity than before. What we're seeing now is that Oracle is going to be very busy internally. Oracle has a lot of work to do to digest PeopleSoft and now Siebel. That's an opportunity for us.


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