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Technology Stocks : Oracle Corporation (ORCL)
ORCL 197.62+1.2%Dec 24 12:59 PM EST

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To: Adam Nash who wrote (15282)2/13/2001 4:22:08 PM
From: tech101  Read Replies (1) of 19080
 
The similarity between Oracle and Cisco (may be Microsoft in that matter, too) is the nature of one-stop shopping for the Internet (for software).

Oracle is fighting with all the vendors in:

Database -- Microsoft
Marketing -- Epiphany
Sales -- Siebel
Support -- Clarify
Webstore -- IBM
Procurement -- Commerce One
Manufacturing -- SAP
Supply Chain -- i2
Financials -- SAP
Human Resources -- PeopleSoft

based Oracle's advertisment.

While the Internet software gets more and more complicated and powerful, if you were a IT director for a Fortune 500 company with a couple of million dollar budget in hand, do you prefer to deal with the overlapping and conflicting software from ten different vendors -- Siebel, Portal, Remedy, SAP, PeopleSoft, I2, CommerceOne ... or just work with one single vendor for (potentially) seamless workflow?

Who has the potential to provide the one-stop shopping services -- Oracle with its more than 40,000 programmers/employees and several decades of experiences/history, or Siebel, Remedy, ...?
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