Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: Vol who wrote (11115)	6/15/1999 10:34:00 PM
From: P.M.Freedman	Respond to of 19079

The average estimates for next quarter is only $0.15. That's why so many firms still rank ORCL as a holding.

To: Vol who wrote (11115)	6/15/1999 11:06:00 PM
From: John Wright	Respond to of 19079

SAP,BAAN, PSFT, DB2, Informix,..i.e. The Competition??? Really??? Naaaah! Oracle vis a vis ERP Apps - Earlier tonight I mentioned to a neighbour of mine that Oracle had just released there much anticipated Q4 results and that my observation was that his(large) company's investment in Oracle's database and Sales Analyser Apps. was just that. A great investment! Whereas the money they'd sunk into there Peoplesoft apps. was perhaps unfolding as somewhat as an expense going forward. (i wa trying to be tactful) As we rambled on a bit, we both conceded that in ERP apps, like many of the players in this industry, that Peoplesoft was more or less just another bit player and that SAP was probably more worthy of our focus vis a vis Oracle. After some polite but heated discussion our conversation pretty much laughably ended on SAP's bizarre and desperate decision to push their ADABAS database with their apps. Needless to say in light of Oracle's Q4 results I think we agreed that Oracle just made SAP's ADABAS and Apps sales pitch that much more difficult and less credible. The bottome line? Oracle is King baby! Thoughts? Opinions, Anyone? John