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Technology Stocks : Oracle Corporation (ORCL)

ORCL 219.89

-1.3%

Nov 17 3:59 PM EST

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To: lml who wrote (12048)	9/21/1999 7:03:00 PM
From: Lizzie Tudor	Read Replies (3) of 19079

May I ask what is the source of information that leads you to make this statement. Is this a personal observation, or is it based in-fact -- that is each & every one of the companies you describe as a "major Silicon Valley company" has gone on record stating they will not switch from SEBL's CRM software? Well, I can't imagine anybody going on record to say they will not switch so no, I haven't heard anybody make that claim. However unless you hear real pain and suffering out there (Sap-type stuff) IT depts are almost always unlikely to switch, wouldn't you say? I recall Jeff stating that they really don't run into SEBL that much Oh come on, Fortune recently picked Siebel as #1 on their fastest growing company list... Siebel is the clear leader in front office... why would Henley make a statement like that?

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