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Technology Stocks : Oracle Corporation (ORCL)

ORCL 229.59

-2.8%

10:37 AM EST

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To: hueyone who wrote (18329)	11/22/2003 11:10:01 AM
From: robert b furman	Read Replies (2) of 19079

Hi Hueyone, Looks to me like PeopleSoft is eating its own arm - and selling out while the getting is good. siliconinvestor.com I suspect a legal battle that nullifies the contracts 5 times multiple reimbursement feature.In the long run this marketing approach is simply another reason why NOT to buy Peoplesoft software. When one cannibalises oneself for very long, sooner or later you find a vital organ. Oracle could well play the patient persuer,and get the business without buying it.Not a bad strategy. If peoplesoft declines on this long term strategy and Oracle prospers with marketshare gains,Oracle could drop the bid. This would be disastrous for Peoplesoft shareholders.They need to very carefully consider if their ownership is enhanced by the retention of Conway.A man most obviously focussed on the retention of his job over the wealth creation of his stockholders. This fight of the Titans will end ugly.In between I'm selling puts and acquiring more Orcl.Either way when its over Orcl will shake its laggard stock price and put in a nice pop to the 20's.My bet is Genghis gets his way. I think Conway is an idiot, who is obviously running on selfserving ego vs that of strong business sense. If he was to be a leader in stockholder wealth building ,He'd show up at Oracle and work a big fat price for himself and his shareholders.Instead he's selling out cheap and killing the golden goose. NUMB THINKING IMO. The more I see of this deal the better I like it-from an Oracle stockholders perspective.I thought Larry's timing confirmed the bottom of the market and it did.I think his target was well selected.With agregious executive behavior like this ,it appears to be well aimed also. Bob

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