Michelle,
The numbers, when they're posted, are simply (one) confirmation of what happened; I'm not waiting for the numbers to make decisions. So far, doing the homework ahead of the numbers being posted has been very lucrative financially.
If Oracle Apps had no strength as a sales pitch against SAP or Peoplesoft; then we might not see any sales, clearly that's not the case. I'm not saying that Oracle is winning them all, but they are winning a significant portion and I believe that that portion will be increasing as a share of the overall pie (even if ground continues to be lost to SAP and Peoplesoft specifically). I don't recall any studies that would place Oracle a distant third. There has been a debate about whether Oracle or Peoplesoft is number two; but, that is hardly enough to say they're a distant third. Regardless, how many companies in the space have more than even a 5% share of the market? Just a few because the market is still a very fragmented one, with a huge number of providers each with a tiny share.
Yes, I'm bullish on Oracle (especially post December, 1998); but I'm not blinded by ORCL. I also encourage a viewpoint based on a solid foundation. That is why I asked the original question (who has "defected" from the Oracle Apps installed base?). If you had this information, and it turned out to be more than a case here or there, then I would consider that to be very important. So far, I'm comfortable with Oracle's direction and think there's some money to be made just over the horizon.
I appreciate your posts, hopefully we're all prodded to think about things and take our decisions, ahead of the numbers, with at least a feeling of being better informed.
Regards,
Jesse |
