Gorilla and King Portfolio Candidates 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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mtnlady who wrote (20213)	3/15/2000 1:58:00 AM
From: Mike Buckley	Read Replies (2) of 54805

mtnlady, Some follow-up thoughts about Oracle for you to wake up to in the morning. :) Oracle's total applications software sales was $199 million in the most recent quarter even assuming the artificially bloated CRM sales that are highly questionable. Siebel's CRM software sales alone was $170 million. From an article I lost the link to: "[Oracle's] year-over-year comparison was easier this time compared to last year, when Oracle's applications growth slowed." And: "But Oracle executives predicted continued strong increases in applications revenue, including a 100 percent sequential improvement in the fourth quarter for CRM software." When was the last time you saw execs of a $2 billion company predicting 100% growth in of its segments in the upcoming quarter. Sounds like pre-determined numbers to me. And for the umpteenth time: "Oracle hopes to pass Siebel Systems (Nasdaq: SEBL) as the top CRM vendor sometime in the next fiscal year, Ellison said." Ellison used to say Oracle would pass Siebel in the current fiscal year. Even with so-called 100% growth in the last quarter of their fiscal year, apparently he's given up on that. And notice that in the past Ellison has said Oracle "will" pass Siebel. Now he "hopes" they will if the reporter got the exact wording accurately. "The company expects to surpass Commerce One (Nasdaq: CMRC) in installations Internet procurement software in the fiscal fourth quarter, Ellison added." Good. Glad to see it. Ellison talks more about his competitors than his own company. It's about time he talks about someone besides Siebel. I like the idea of him being distracted. Sheesh! --Mike Buckley Consulting, education and

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next