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Strategies & Market Trends : Trend Setters and Range Riders

MSFT 459.87

+0.7%

Jan 16 3:59 PM EST

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To: Jeff Jordan who wrote (1742)	6/18/2001 6:51:06 PM
From: keithcray	Read Replies (1) of 26752

Oracle Corp (ORCL) 14.84 -0.16: -- Update -- On call, Ellison emphasizes time and again that ORCL competitive edge is that customers can implement its software more quickly and more cheaply than offerings from competition because it can be done without modifications... stresses that he thinks ORCL's position in applications business will be much stronger going forward as it can now sell E-business suite based on references rather than a concept... conference call just concluded... analysts generally in a congratulatory mood... at different points in the call, Ellison managed, in the defense of ORCL, to take potshots at the following competitors: BEAS, MSFT, IBM, ITWO, SAP, SEBL and PSFT... ORCL +1.28

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