lml.
Totally agree with you. It opened my eyes also this week.
Was too much looking at B-2-C.
In Europe B-2-C is a bit difficlut because we pay per tick
to be online, we have a smaller customer-base (different
languages) and we don't have a credit-card culture.
In b-2-b the above problems don't count.
Second, maybe the people starts to understand why the software
applications are so important for Oracle.
Third, CRM, SCM, ERP, Procurement Software etc. als needs
solid, stable, scalable, fast and reliable databases.
And of course reliable hardware. Tandem, Digital, Compaq!!!
BTW Goldman & Sachs are not the only who woke up.
Market research firm IDC predicts that B2B e-commerce
will rocket over the next five years to $1.38 trillion
from $30 million last year. "Everyone hears
about eBay's exploding stock price, but the corporate
market has far more potential than the customer market,"
says Hambrecht & Quist (NYSE: HQ) analyst Ian Morton.
Another links;
fnews.yahoo.com
Bottomline; B-2-B 10 times B-2-C, Oracle well positioned.
Question; How does MSFT fits in this picture? Answer; it
don't!
Paul |
