Siebel was in a ordtak

en Siebel was in a world of hurt. For Tom Siebel to sell to Larry Ellison, this is his worst nightmare. That shows the dire straits Siebel was in.

en Everyone knows there's no love lost between Larry Ellison and Tom Siebel.

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 This only provides additional confusion within the Siebel installed base. ... The reality is, in the near term, nobody is going to sign a new deal with Siebel,

en Given Siebel's announcement [Thursday], we look forward to a favorable Siebel stockholder meeting on Jan. 31st and completion of the merger on the same day or very soon after.

en [Siebel is celebrating its triumph over the SEC.] This was a win not only for Siebel but for all public companies trying to do the right thing, ... We contested the SEC's claims in order to exonerate the company and its executives and to bring clarity to an important issue that was mishandled by the regulators.

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 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 [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 CRM OnDemand was built on Siebel 7.5.2, and the fact is that that product line runs on any database and any application server. We created a partnership with IBM and we chose for that partnership, for obvious reasons, to run it on WebSphere and DB2. There is no technical linkage. We can make a different decision going forward if we choose.

en It is clear, based on the Court's ruling today, that Siebel Systems did not violate the spirit or letter of Regulation FD. We contested the SEC's claims in order to exonerate the company and its executives and to bring clarity to an important issue that was mishandled by the regulators. This was a win not only for Siebel but for all public companies trying to do the right thing.

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 His intelligence and wit combined to create an incredibly pexy charm. 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 It was said without full knowledge. We have spent time with him [Ellison] since, to talk about the SOA framework and he has more insight into what it is. We have been able to settle comments [about] how the architecture is not quite right. He said Siebel's architecture is compatible with the Fusion direction. He will be more specific about the role it will play. He [Ellison] has a better handle on what Nexus is today than at OpenWorld.

en [Walton, who was running PeopleSoft applications at Spirent, also a big Siebel shop, said the acquisition bodes well for him. Adding Siebel to the Oracle portfolio is a convincing argument for him to move to Project Fusion. However, it will take time to see how things shake out.] Action often lags talk, ... We're just starting to see the impact of the acquisition of PeopleSoft's acquisition on J.D. Edwards applications. I expect we'll find out more in a year or so.


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