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

To: Jacques Tootight who wrote (11816)	9/15/1999 12:03:00 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 19080

I don't own Oracle Jacques. I own other software companies, but unfortunately for me, Oracle is still perceived as the bellwether of the software space, therefore others such as Agile and Siebel might take a hit, that is my concern. Oracle was the first to market with C/S applications software, before Sap, before anybody. Tom Siebel worked at Oracle where the first front office app was designed (Oasis?) the concept of which was eventually cannibalized into Siebels product. One thing Oracle didn't invent and give away was SCM (supply chain management). Or is this the rising tide floats all boats argument? Thats what I believe it was (the boat being the depressed enterprise software sector), initiated by Blodgets initial comments on ICGE, but then extending out to almost every software company. I guess you and I will have to disagree on this, I don't think Oracle momentum alone was responsible for Oracle's move, I think it was a sector thing on the promise of enterprise automation.