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	October 31, 2005 In The Oracle-Siebel Acquisition, CDI And Component Assembly Bring Unexpected Benefits by R "Ray" Wang with John Ragsdale, Ian Schuler

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Executive Summary

Oracle's acquisition of Siebel may initially be about expansion of its customer base, CRM expertise, vertical industry penetration, and OnDemand capabilities. However, while these are all very salient points in Oracle's overall strategy to build out a maintenance base to cross-sell applications, middleware, and databases across verticals, what may have been overlooked is the depth of knowledge in component assembly technology (Project Nexus) and customer data integration (CDI). Many lessons learned in supporting interoperability come from Siebel Component Assembly and will be useful to Oracle's Project Fusion and Fusion Middleware efforts. Vertical expertise, a strong extensibility framework, and a depth of professional services in CDI will help take Oracle's customer hub to the next level. Existing customers and partners should remain cautious and should actively engage Oracle's product strategy teams on requirements and expectations around heterogeneous support of platform technologies, standards, and databases.

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