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Technology Stocks : Oracle Corporation (ORCL)
ORCL 189.88-1.9%Jan 15 3:59 PM EST

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To: Lizzie Tudor who wrote (12050)9/21/1999 9:19:00 PM
From: Hardly B. Solipsist  Read Replies (2) of 19080
 
>> 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?

He really did say it, at least. As to why, I can think of 3
possibilities. Either because ORCL is getting their butts kicked
by SEBL all over the place and he's trying to avoid mentioning
that, or because they never try to sell anyplace that SEBL has an
in, or finally because it's actually true that ORCL is still
small enough and the market is growing fast enough.

Do you really know that ORCL's CRM software is crap, or am I
misreading your posts on this topic? Since I don't know anything
about ORCL app's, I'm prepared to believe anything (although I'd
prefer it that the application software is great).
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