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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: Jorj X Mckie who wrote (1281)6/9/2000 1:33:00 PM
From: John Pitera  Read Replies (1) of 2850
 
Ellison is a real piece of work isn't he -g-

I consider ORCL in the same category as CSCO, INTC, SUNW, MSFT....not sure that I consider ARBA and CMRC in the same category or even business model.

I absolutely agree with your statement.

But since ORCL is promoting itself as the one stop shop
for a broad array of database and net software: and ORCL's
vision is that its software is : designed as a foundation
for Internet development and deployment.

ORCL's argument is that they are the logical company to
be the big dog in B2B.

That's how they are publicly posturing themselves anyway,
right?

I'n not saying that ORCL is right in their claims.

The heated issue for the global auto B2B project appears
to be F's unwavering commitment to ORCL's B2B solutions,
while GM and the others are favoring CMRC.

There is talk on Wall street about F possibly being kicked
out of the group, and Toyota joining.

F would be sent packing due to their insistence on ORCL
having a bigger role.

What's your perception of how well ORCL is executing in
the B2B space?

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for lurkers:

Oracle is a developer of info- management software products. The company's Systems Software product family features the Oracle8i relational database management system, designed as a foundation for Internet development and deployment. Oracle's Application Development Tools include software products used to build database applications that run in both client-server and Web environments. Oracle's Business Intelligence System offers managers, business analysts, and executives an integrated reporting, decision support, and corrective action system. Oracle's Business Apps products feature integrated software modules for a variety of administrative and management functions. In 00, it acquired Carleton & approved the spinoff & launch of its Oraclemobil.com.
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