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: Lizzie Tudor who wrote (12050)	9/21/1999 9:19:00 PM
From: Hardly B. Solipsist	Read Replies (2) \| Respond to of 19079

>> I recall Jeff stating that they really don't run into SEBL >> that much > Oh come on, Fortune recently picked Siebel as #1 on their > fastest growing company list... Siebel is the clear leader in > front office... why would Henley make a statement like that? He really did say it, at least. As to why, I can think of 3 possibilities. Either because ORCL is getting their butts kicked by SEBL all over the place and he's trying to avoid mentioning that, or because they never try to sell anyplace that SEBL has an in, or finally because it's actually true that ORCL is still small enough and the market is growing fast enough. Do you really know that ORCL's CRM software is crap, or am I misreading your posts on this topic? Since I don't know anything about ORCL app's, I'm prepared to believe anything (although I'd prefer it that the application software is great).

To: Lizzie Tudor who wrote (12050)	9/22/1999 12:43:00 AM
From: Paul van Wijk	Respond to of 19079

Siebel is the clear leader in front office... why would Henley make a statement like that? Running a good business isn't about today alone. Tomorrow is what really counts. Paul

To: Lizzie Tudor who wrote (12050)	9/22/1999 7:15:00 AM
From: lml	Read Replies (1) \| Respond to of 19079

Michelle: I asked you the question that I did because you made a bold statement -- that "all the major Silicon Valley companies have Sebl already and will not switch..." Your response indicates that this is just your own assessment. Let me ask you, do you consider HP a "major SV company?" With respect to my reference to comments by Jeff Henley, it is a fact that he made such a statement that ORCL really doesn't run into SEBL that much when soliciting CRM customers. I wonder whether SEBL was knocking at HP doors at the same time ORCL was. What do you think? "Why would Henley make a statement like that?" Probably because its true. The market for CRM services is in its infancy. Do you think Henley would say such a thing if in-fact it was to avoid recognition that ORCL was losing business to SEBL in every head-to-head competition it encountered SEBL. If such were the case, it is my opinion that Tom Siebel would be all over such a statement. So far I haven't heard squat from the SEBL camp. The CFO of major company just doesn't go on the air & broadcast a statement like Henley did if it were not in-fact true.