Bipin, thanks for the Boeing post. I have to agree with the observation that "...Boeing's decision to purchase Oracle's Strategic Procurement Solution, a first in self-service purchasing applications delivered via the Internet, is proof of the company's leading edge vision in technology and business....". We are just beginning to see the very tiny tip of a very big Iceberg in Internet computing. One which Oracle will come to dominate while SAP, Baan, JD Edwards, PeopleSoft,... continue to stumble and flounder. Two additional interesting points worthy of note were 1) the very positive comments from Boeing Chief Information Officer Terry Milholland and 2)the fact that Boeing will also benefit from the TIGHT INTEGRATION between the Oracle Strategic Procurement components and the Oracle DATABASE already installed at the company. Oracle's unique ability to leverage it's core competency in RDBMS with Internet enabled ERP, Supply Chain, Financial, and Ecommerce Applications puts them in a very powerful and uniquely competitive position. I have to believe it's Oracle who's holding the keys to the vault, so to speak.
Thoughts, opinions, anyone?
John
P.S. Any estimates on Oracle's mkt cap 3-5 years out? $100b, 125b?
(Any Wharton/Harvard MBA grad. estimates out there that should be taken seriously tooooo?) |
