Oracle Corporation (ORCL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Oracle Corporation (ORCL)

ORCL 142.82

+4.6%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: alydar who wrote (13257)	2/25/2000 1:46:00 PM
From: lml	Read Replies (1) of 19080

As the details of this deal come out, it IS apparent that it is sufficient to push the stock further over the next few days. It is also a win for CMRC (wish I had some); up $24 & change today. But most important, this deal indicates the willingness of both players to compromise, establish a single platform & grab the whole market for themselves. There will be NO other players in the auto supply market. Its definitely a positive for both companies, hence the pop today. But more fundamentally, it creates a more optimistic outlook for both companies as to how other b2b supply markets deals may be structured in other industries. If ORCL & CMRC can come to terms in the auto supply market, can they do the same in other major supply markets, ie. oil; industrial construction; utilities; telecommunications. Anybody here know exactly what the landscape looks like within the oil industry. Who has what deals with whom at this juncture?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next