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Technology Stocks : Oracle Corporation (ORCL)

ORCL 198.80

-5.6%

Nov 21 9:30 AM EST

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To: WTSherman who wrote (7075)	5/5/1998 9:03:00 PM
From: Lizzie Tudor	Read Replies (1) of 19079

To be even more specific - take a look at Oracle apps only vs. Peoplesoft. 6 years ago Oracle had a popular financial applications suite and had just released manufacturing and was a pretty strong #2 to SAP (who admittedly had a headstart with their R2 application from mainframes). Peoplesoft had nothing - just an HR application that was brand new. Now, look at PSFT vs. Oracle apps. Peoplesoft has a supply chain solution, investment in Ariba, everything... Im not saying psft is going to kill SAP but look at where they came from. What happened to Oracle?? Talk about lack of execution. Michelle

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