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Technology Stocks : Oracle Corporation (ORCL)

ORCL 236.10

-1.9%

Nov 11 3:59 PM EST

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To: robert b furman who wrote (18385)	3/3/2004 4:59:07 PM
From: Michael Olin	Read Replies (1) of 19079

His perspective was that it would be very hard to convert Peoplesoft's accounts to an Oracle based software as much of Peoplesoft's accounts had a lot of customized software done during the install. Most implementations have customized code, not just Peoplesoft, but SAP, Oracle, everyone. FWIW, Larry Ellison has been saying for years that it would be much better for businesses to change their procedures to be more "standard", and be able to use a vendor's ERP system with minor modifications rather than spend tons of money on customizations. Of course, very few companies do this. I think that spending more on customization than the actual license cost of the software suite is the rule rather than the exception. Connecticut's Attorney General was one of the first to come out against the proposed merger. He complained about the tremendous amount of money that his state had spent on Peoplesoft. I wonder how much of that money was license fees and how much was consulting to "make the software work". -Michael

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