Tekelec Message Board - Msg: 13352793

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Technology Stocks : Tekelec

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To: WTSherman who wrote (1432)	4/4/2000 8:54:00 PM
From: jack bittner	Read Replies (2) of 1648

i'm puzzled by your use of the past tense: "the valuations that cisco and oracle were at". oracle, at any rate, is still at over 100x earnings if we annualize last q's 17 cents a share. i don't follow csco, but it to, i think, is still triple-digit times earnings. OT: as long as you mention orcl. does anyone here know what orcl has other than the world's greatest databases, that particularly suit its drive toward B2B? yes, one needs extraordinary data for the planned exchanges like Ford/GM/Daimler - but they could've bought (or perhaps already own) oracle databases. but something made those big carmakers give orcl a piece of their exchange. what? and, given that decision, why did Boeing/Raytheon/BAE/Lockheed decide they didn't need oracle and use commerce one alone? (I'd agree there's not much here about Tekelec. My apologies)

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