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9/13/2005
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The Siebel-Oracle Match

In This Issue:
1. Editor's Note: The Siebel-Oracle Match
2. Today's Top Story
    - Execs: EBay Plans To Keep Skype 'Separate,' For Now
    Related Story:
    - EBay To Acquire Skype
3. Breaking News
    - Microsoft Patch Delay Underscores Slow Fix Process
    - Offshore Providers Target More-Sophisticated Consulting Services
    - Mozilla Fixes Firefox Flaw
    - UPS Working To Restore Networks Felled By Katrina ...
    - ... As Hurricane Katrina Could Affect RFID Tag Supply
    - Mercury Makes Web Analysis And Wireless Testing Acquisitions
    - HP Reschedules Technology Forum For October In Orlando
    - Schlumberger Upgrades Network Port Security
    - Beijing Summit Ponders Chinese Innovation
    - Vendor Claims New Type Of Memory To Make Devices Smaller
    - No Time To Reflect On Sept. 11, DHS Has Its Hands Full
    - Movie, Recording Industries Join Internet2
4. In Depth: Oracle's Acquisition Of Seibel
    - Siebel Will Be 'Centerpiece' Of Oracle CRM Strategy After $5.85 Billion Deal
    - Apps Migrate To Open Source
    - CRM's Fast-Changing Landscape
    - New CEO, Same Earnings Woes For Siebel
5. Voice Of Authority
    - Google Hires Noted IBM Researcher
6. White Papers
    - Lean Manufacturing
7. Get More Out Of InformationWeek
8. Manage Your Newsletter Subscription

Quote of the day:
"The person who knows 'how' will always have a job. The person who knows 'why' will always be his boss." -- Diane Ravitch


1. Editor's Note: The Siebel-Oracle Match

I'm not a CRM analyst, nor do I play one on TV. But over the past 20 years, I've witnessed my share of huge deals in the software industry, and certain truths seem to hold through the ages.

A few observations about the planned Oracle acquisition of Siebel Systems:

- Some customers are going to be angry because things will be different and they won't like it, whatever those changes may be and whatever the reasoning behind the changes. Siebel and Oracle have vastly different corporate cultures and varying approaches to issues such as support and customer service.

- A subset of these unhappy customers will find other CRM vendors in hopes their new software providers won't be acquired also. Other unhappy customers will stick with the newly glued-together companies mostly because they don't want to have this particular conversation with their CEOs.

- Some customers are going to be relieved. Seibel's been on a slippery slope financially, with three CEOs in two years and an inability to grow market share.

- All of the CRM competitors, including the ones that have been winning of late, might be in for a rude shock if Indian software companies have their way. Sharebuilder, an online brokerage, recently purchased its CRM software from Talisma, a Bangalore provider.

You can read much more about it, and weigh in with your own thoughts, in my blog entry.

Johanna Ambrosio
jambrosio@cmp.com
www.informationweek.com


2. Today's Top Story

Execs: EBay Plans To Keep Skype 'Separate,' For Now
The auction giant will package PayPal's E-payment service with Skype's VoIP, even as Wall Street doesn't seem impressed with the proposed merger.

Related Story:
EBay To Acquire Skype

The deal for the VoIP provider will involve cash, stock, and a series of "performance targets" over the next three years, although some observers wonder about the fit between the two companies.


3. Breaking News

Microsoft Patch Delay Underscores Slow Fix Process
Microsoft has withdrawn the single security patch once scheduled for today, saying it needs more time to test the fix.

Offshore Providers Target More-Sophisticated Consulting Services
Satyam Computer Services wants to take more international business contracts away from leading IT services firms such as Accenture, CSC, EDS, and IBM Global Services.

Mozilla Fixes Firefox Flaw
Temporary workarounds for the most recent bug in Firefox and Mozilla browsers include both manual and automated fixes.

UPS Working To Restore Networks Felled By Katrina ...
Data that UPS employees and customers use to track package status and deliveries depends on communication networks. More than 1 million packages have been delivered using alternate data-transmission methods.

... As Hurricane Katrina Could Affect RFID Tag Supply
Air Products and Chemicals has shut down its New Orleans facility, which produces hydrogen used in manufacturing silicon wafers. That could affect RFID tag supplies.

Mercury Makes Web Analysis And Wireless Testing Acquisitions
BeatBox tracks Web-user behavior, and Intuwave m-Test helps automate testing of wireless services on smart phones.

HP Reschedules Technology Forum For October In Orlando
Damaged caused by Hurricane Katrina forced the tech vendor to relocate its inaugural Technology Forum.

Schlumberger Upgrades Network Port Security
Schlumberger Oilfield Services deploys a security appliance from Lockdown Networks to prevent unauthorized access to its network and to ensure that those that do connect have updated security software installed.

Beijing Summit Ponders Chinese Innovation
But the real burning issue on many minds--intellectual-property protection--was not on the meeting's official agenda.

Vendor Claims New Type Of Memory To Make Devices Smaller
Currently available for cell phones, the approach combines system memory with the logic chipset.

No Time To Reflect On Sept. 11, DHS Has Its Hands Full
Dealing with Hurricane Katrina is the department's major job these days, but progress on its security-related science and technology priorities is unclear.

Movie, Recording Industries Join Internet2
The newest consortium members are primarily interested in new technologies for protecting content, but also high on the hit parade are potential new distribution models for movies and music.

All our latest news

-More News-

John Soat with "Oracle The Acquisitor" in Monday's episode of "The News Show."

Watch The News Show

Also in Monday's episode:

Tony Kontzer sizes up "Microsoft Vs. Salesforce.com"

Lori MacVittie with "Hot-Rod Toaster"


----- The latest research, polls, and tools -----

Consultants Prosper
Use of IT and business consultants is up compared with a year ago, but corporate satisfaction is still a work in progress. Optimize Research's recent Executive Report: Boom Time For Consultants evaluates the sourcing practices of more than 300 companies and outlines the challenges they face.

-----------------------------------------


4. In Depth: Oracle's Acquisition Of Siebel

Siebel Will Be 'Centerpiece' Of Oracle CRM Strategy After $5.85 Billion Deal
Oracle's acquisition is likely to send ripples through the application market, affecting competitors from Salesforce.com to IBM.

Apps Migrate To Open Source
As more companies move to open-source platforms, enterprise-application vendors adapt their software for the new environments.

CRM's Fast-Changing Landscape
One of the hallmarks of software markets is that they change quickly, but the CRM sector seems to be in overdrive.

New CEO, Same Earnings Woes For Siebel
CEO George Shaheen said the company is paying for its habit of allowing too many deals to slide to the end of the quarter. "Sometimes we land the plane too close to the end of the runway."


5. Voice Of Authority

Google Hires Noted IBM Researcher
Google bagged another Ph.D. in its quest to populate its cubicles with the best and brightest minds in IT. No, not Vint Cerf. This time, Thomas Claburn points out, it's IBM research scientist Daniel Russell. Other researchers are no doubt asking themselves, "Where do you want to go today?"


6. White Papers

Lean Manufacturing
This paper applies particularly to environments that require both rate-based and order-based shop-floor execution.


7. Get More Out Of InformationWeek

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