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

To: Lizzie Tudor who wrote (12659)	12/6/1999 5:32:00 PM
From: Bipin Prasad	Respond to of 19080

Thanks! I saw that from cnbc, too. Wonder if there's something else. Keep looking. InSook Prasad

To: Lizzie Tudor who wrote (12659)	12/7/1999 6:35:00 AM
From: Bipin Prasad	Read Replies (1) \| Respond to of 19080

from wsj; This agreement looks like a better deal for IBM's hardware sales, but not much for sap. No big deal, imo. InSook Prasad SAP Chooses an IBM Platform Over Rival System From Oracle By KEVIN J. DELANEY Staff Reporter of THE WALL STREET JOURNAL SAP AG unveiled an agreement Tuesday making International Business Machines Corp. the big German software concern's primary database supplier. The alliance marks a milestone in IBM's effort to distribute its database for use on computers other than its own servers. It also is a blow for Oracle Corp., of Redwood Shores, Calif., whose software will be knocked out of the "preferred" slot by IBM's DB2. That said, the announcement wasn't a complete surprise. Oracle competes directly with SAP in the market for the enterprise-resource planning, or ERP, software used by big companies to manage their operations. Oracle's databases run alongside roughly 70% of SAP's ERP systems. Under the agreement, SAP will make IBM's DB2 its preferred development platform, which means it will cooperate with IBM so that future software works best with DB2. IBM, of Armonk, N.Y., declined to say how much revenue it expects from the alliance. But, it predicted a dramatic increase in its SAP-related database market share, which currently is a fraction of Oracle's share. IBM forecast an increase in related sales of hardware and services. Robin Bloor, chief executive of Bloor Research, a market-research firm in the United Kingdom, estimates the deal should be valued at about $100 million in licensing revenue annually, with related sales bringing its value to IBM to more than $400 million. The deal would be IBM's second big database win against Oracle in recent months. Siebel Systems Inc., a San Mateo, Calif., maker of front-office business software, announced in October it would make IBM's DB2 the preferred database for its installations and future development, pushing aside Oracle.