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

To: Hardly B. Solipsist who wrote (11991)	9/17/1999 6:57:00 PM
From: Bipin Prasad	Read Replies (2) \| Respond to of 19079

This is from Siebel thread:https://www.siliconinvestor.com/readmsg.aspx?msgid=11278216 September 14, 1999 9:31pm Q&A: Oracle CFO Jeff Henley By Sergio G. Non ZDII ZDII: The other field I'm wondering about is CRM (customer relationship management) software. Oracle continues to see a rapid growth there, and yet if you talk to Siebel or Vantive or someone like that, they keep saying they don't see Oracle in their contract competitions. Why do you think that is? Henley: Well, I think, first of all, there's a lot of truth to it. I think the other thing is that they really frankly don't want to acknowledge us. I think that they're a little bit in denial. But I think that the reality is that we are new to CRM, it's a big market, there's a lot of growth, and I think that there's a lot of growth that we'll all get for awhile. So in a new market, there's a number of people who do well. We saw that in our database business years ago, a lot of our competitors, like us, grew nicely. I think that's the truth of it: we're not competing that heavily with lots of people. As the market starts to mature, as we all get bigger, then I think you'll see a lot more competition. But we are definitely starting to engage in certain areas against these various guys, and they'll deny this for awhile. But if we keep posting triple digit growth every quarter, eventually I suspect they'll sing a little different tune. for the complete interview: zdii.com.

To: Hardly B. Solipsist who wrote (11991)	9/19/1999 2:24:00 PM
From: Bruce Tiemann	Read Replies (1) \| Respond to of 19079

OT *** Feynman Feynman could have won three Nobel prizes: for the parton model, explaining liquid helium, and for quantum electrodynamics. Eliminate 2/3 of his work ... and you still have a Nobel-level physicist. Besides all that, he elucidated the cause of the Challenger explosion, made physics accessible to laymen, and wrote a NYT Bestseller, "Surely You're Joking, Mr. Feynman." Einstein may have been greater, but Feynman was still one of the great minds of this century.