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Technology Stocks : Oracle Corporation (ORCL)

ORCL 240.78

+0.6%

3:59 PM EST

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To: Qualified Opinion who wrote (18451)	4/23/2004 9:48:35 PM
From: robert b furman	Read Replies (1) of 19079

Hi Rob, I don't think there is an uproar bt shareholders.I think the uproar is from top management trying to save their cushy jobs. Of course this is a large part of the proposed cost savings. Twice the customers and one instead of two "BIG HONCHO MANAGEMENT TEAMS = more bottom line profits. The Peoplesoft management is hiding behind the owner base,competition,motherhood,apple pie and the American flag. It is a good plan with Billions of efficiencies over time - I've always thought it was brilliant. This takes 10G into midsize businesses with a huge army/sales force and of course a somewhat forced migration as peoplesofts software becomes aged and nonsuppoted like ALL SOFTWARE becomes obsolete. Huge efficiencies. Larry's going after the next biggest fish - it is a strong LONG TERM plan. He's got the money - it is in the bank.The longer it takes the more shares I'll accumulate at this finked up price due to the uncertainty. I think Orcl is a 17-19 dollar stock when it gets accomplished and 25 when synergies become apparent. JMHO Bob

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