June 03, 2008
Salesforce.com the next Siebel?
The basic statement, that Salesforce.com is the next Siebel is as old as the wheel, and true in some ways. Will Salesforce.com get acquired? Probably... maybe.
But was Siebel a failure, or strategically "merge" with Oracle? I guess shareholders in Siebel could argue it didn't work out too well, depending on when they bought. But Siebel is now intrinsic infrastructure in companies all over the world, and has perhaps the most prominent place in Oracles application portfolio.
So will Salesforce.com stock collapse? I wouldn't short 'em. But you might want to try that with Netsuite.