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: Still Rolling who wrote (12252)	10/27/1999 10:13:00 PM
From: John Wright	Read Replies (2) \| Respond to of 19080

CRM - In the last few weeks we've seen some interesting developments in the CRM marketspace. A key market Oracle is focused on. PSFT bought CRM vendor Vantive and Nortel acquired Clarify. Yesterday a small canadian CRM vendor, Pivotal, announced some type of deal with MSFT and CSCO that propelled their stock higher. Two weeks ago, Siebel, in their earnings release, said that Oracle was at the table less than 5% of their deals. My 2 questions are: 1) what does all of the above mean for Oracle(PSFT/Vantive aside)? 2) Who will be the next CRM vendor to be acquired. And by Whom? (Siebel would be too expensive at about $10b.) John

To: Still Rolling who wrote (12252)	10/29/1999 7:51:00 AM
From: Bipin Prasad	Read Replies (1) \| Respond to of 19080

CEO Says Oracle Will Sell Low-Cost Alternative to PC Larry Ellison, chief executive of Oracle Corp., the Redwood Shores, Calif. database software maker, is once again talking about selling low-cost "network computers." In a brief answer to a question following a speech before a trade group this week, Mr. Ellison said Oracle will soon begin selling $199 machines that use an Intel Corp. chip as well as the free Linux operating system. He also said if the unit is successful, it would be spun off as a separate company. He provided no further details about the plan, and an Oracle spokeswoman said no other information is available. Mr. Ellison has been talking for several years about inexpensive alternatives to PCs for tapping into the Internet, but the idea was slow to take off. Oracle formed a company called Network Computer Inc. to develop software for such devices. That company, which has changed its focus to TV set-top boxes and its name to Liberate Technologies Inc., is now 48%-owned by Oracle.