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Strategies & Market Trends : Rande Is . . . HOME

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To: Kevin Shea who wrote (7072)	5/18/1999 9:59:00 AM
From: ynot	Read Replies (1) of 57584

ORCL, agreed, but it may actually be better than a 'put away' short term imo they are on the cusp of leading the markets with 'leased' and 'remotely accessed' systems.....a number of months ago i understood one of the largest Oracle Applications (Finance, Mfg/Dist) customers wanted them to run the systems AT ORACLE why? so that they wouldn't have to bear the cost (especially people cost in terms of unique skills/integration) of operations--Oracle could do it LESS expensively, even with the high markup....interesting yesterday i heard a 'whispered' comment about the 'a' word--acquisition didn't bother asking as i had bought anyway and won't trade good luck with ORCL, though we may not need it :))) ynot :)

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