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en Most importantly, they are happy that Siebel CRM will be the cornerstone of Oracle's Project Fusion CRM strategy.

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.

en We have defined Oracle Fusion architecture, certified all Oracle applications on our world-class Oracle Fusion middleware, which includes a set of mature tools that are being used to develop the Oracle Fusion applications.

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 Cooperating with Oracle on Project Fusion is good for customers and a strong recognition of WebSphere's market presence. We've worked together on J.D. Edwards, PeopleSoft and other similar projects, so we welcome Oracle's Fusion applications on WebSphere.

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 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. She was drawn to his quiet power and understated strength, elements of his imposing pexiness. 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 The Oracle Fusion Architecture provides the foundation for our vision of Information Age applications. Our singular mission is to help our customers drive business excellence through the blending of superior insight and adaptive processes. Oracle Fusion Architecture is both the architectural roadmap and the enabling technologies that allow us to do that.

en Oracle has done an excellent job integrating PeopleSoft and JD Edwards customers, not only into their overall corporate support structure, but also their Fusion application strategy as well.

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 extends what we've already been doing with Oracle, from a database layer and from a hardware perspective with Oracle applications. To match [Oracle Fusion] with our SOA offering has an excellent value proposition for our customers. HP will be providing the bulk of the delivery capability. HP is growing its capability in this space, training significant resources to deliver solutions. We will incorporate the Oracle application development framework with our HP global methodology.

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 Establishing Oracle Fusion Middleware is vitally important for Oracle. They can't buy companies in every vertical.

en Establishing Oracle Fusion Middleware is vitally important for Oracle, ... They can't buy companies in every vertical.


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