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Technology Stocks : Oracle Corporation (ORCL)

ORCL 250.34

+0.9%

3:59 PM EST

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To: JakeStraw who wrote (18804)	2/27/2006 1:22:07 PM
From: matt dillabough	of 19079

ORCL Oracle: Potential disruption from an Oracle B.I. restart - Jefferies (12.45 -0.01) Jefferies thinks that although best-of-breed B.I./B.P.M. vendors COGN, BOBJ, and HYSL do not compete with ORCL as much as they do with each other, a restart of Oracle's BI product strategy could further delay credible competition from the software stack vendor, and cause existing Oracle B.I. customers to look to best-of-breed alternatives. In the long run, they think it is possible that an Oracle B.I. product strategy using Siebel Analytics could be fruitful for Oracle. Eventually, they say Oracle may be able to capitalize on the energy and talent in the Siebel Analytics organization to gain B.I. market share. However, they see the potential disruption over the next 12-18 months as benefiting BOBJ and COGN, and secondarily HYSL.

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