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

To: Scottoo who wrote (12843)	12/15/1999 10:50:00 PM
From: Michael Olin	Read Replies (3) \| Respond to of 19080

MeDroogies, what does your handle mean? Just curious. I've always assumed I got it right. Try one of these links for the reference: research.umbc.edu rtt.colorado.edu Regarding analysts' views on Oracle: Chuck Phillips (Morgan Stanley) and Melissa Eisenstat (CIBC World Markets) participated in a panel discussion (I was also on the panel, as was Jeff Bernknopf [ technicaladvantage.com ] ) about Oracle in the new millennium at the New York Oracle Users Group meeting last Wednesday. The discussion was pretty much focused on Oracle as ASP and what would be required in order to get "name brand" companies to buy into that particular outsourcing model. There was a good degree of skepticism all around regarding the likelihood of a large corporation "renting" their ERP application from an ASP. When asked who IS buying into this, Chuck noted that many of Oracle's Business OnLine customers are small dot com companies that can't afford to be running their own apps, and are predisposed to outsource anyway. In fact, Oracle's pricing model does not exactly encourage "renting" your apps. You would pay Oracle the same license fee up front for BOL as if you purchased the application software outright. Then you pay monthly for the services. Of course, if you decide to bring everything in house after a while, you have ALREADY paid the full license fee for the application and can take it home with you. I guess Melissa found the event useful as well. She left the meeting by 11 am. Granted, her offices are pretty much across the street from where the meeting was, but she did manage to get out a favorable report on Oracle, specifically referring to the Users Group meeting, by early that afternoon. I guess we should try to keep coordinating our meetings with Oracle's earnings announcements. I like the way they work together! -Michael