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Technology Stocks : Oracle Corporation (ORCL)

ORCL 217.60

+1.5%

Dec 5 9:30 AM EST

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To: MeDroogies who wrote (9450)	1/30/1999 10:10:00 PM
From: John Wright	Read Replies (1) of 19080

MeDroogies, we differ on Oracle acquisitions. I'm not sure ORCL would really have anything to gain by acquiring any of their competitors. Certainly they'd have everything to lose. The only winners would be the struggling acquiree. An acquisition would be expensive, and probably use up most of Oracle's cash. Certainly it would be much cheaper and prudent to simply watch the other ERP vendors continue to falter, lose market share or drift slowly into oblivion (like Baan). If an acquisition were to be considered do you think a Supply Chain Vendor like I2 might provide a great fit to Oracle's existing ERP business??? By the way, as part of the application software selection process, Fortune 1000's will look at vendor financial stability and mkt share, to get a feel for future product support and development and innovation. Partnering with a loser, for lack of a better term, can get very expensive. Do you think some of the struggling ERP vendors will now find themselves behind the 8 ball on their sales pitches. Can companies like Baan ever recover? Where will Informix and Sybase be 5 years from now? Marginal tiny niche players at best? Thoughts, opinions, anyone? John

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