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

To: Bipin Prasad who wrote (12897)	12/21/1999 1:25:00 PM
From: philipah	Read Replies (1) \| Respond to of 19080

re: What will be next? Good question! Mostly upside, I think. P

To: Bipin Prasad who wrote (12897)	12/21/1999 11:56:00 PM
From: Paul van Wijk	Read Replies (1) \| Respond to of 19080

Bipin, Sent some e-mail to James Cramer to help him understand Oracle. Looks like it works. Paul van Wijk wrote: > James, > > As I mailed you last week I was impressed by your scale-story. Did some > thinking on it the last few days. Have some new insights I want to share > with > you. > > I agree with you that labor will be the key to growth. Agree with you > that > everyone is fishing in the same pool of talent. But....... > > A few weeks ago we have seen the Oracle-Ford deal and the GM-Commerce > One deal. It's a little bit like Y2K. We initially thought that it would > take an > enormous effort to fix the problems. What most people overlooked (me for > > example) is that there was another way out; just replace the stuff. > > Let's look at the Commerce One deal. Actually they do the same. Cut the > crap, > forget about the old rubbish, don't spent energy on convincing the > people it's > time for a change. The establishment or management never like change. > Just start with a blank paper. So far nothing new. But within a few > quarters > the new supply chain will be finished. And what do you do when you have > new shoes? Just throw away the old ones. In other words; massive > layoffs. > Not only at GM (and their suppliers), but it is also bad news for the > system-integrators like EDS. The old systems will be thrown away so no > more integration-business to do. > > Second, E-Business is about competitive strength. Ford & GM were the > first > movers. That gives them a competitive advantage. Already read articles > that > Ford deserves an 8 dollar higher stock-price (to which I agree). So what > will > be the next step? The other automotive players will also start moving > their > supply-chain to the web to close the gap. So another few rounds of > massive > layoffs. Is it likely that this only will happen in the automotive > industry. No, it > is not. What's good for Ford also works for...... pick your own Dow > Jones > stock and the answer is yes. Do these companies have ties with > system-inte > grators? Yes. Will these system-integrators see disappear their > business. Yes! > > What do we do with that people??? Answer, the can work at small B2C or > B2B > players who desperately need people to grow. > > So the question is what will be first; the massive layoffs or the plunge > of startup- > companies because labor-shortage. We'll see. > > Another view at the scale-story is Oracle. Topline-growth by > cost-cutting. > I believe I made clear that Oracle sees an enormous wave of > business-oppur- > tunities (they have both the database, the business-software and the > first mover > advantage). There are a few thousand Ford-deals at the horizon. So > although > they have 40.000 employees it will be impossible for them to execute. > Labor > is the bottle-neck. By selling things through the web they decrease not > only the > costs but it also gives them free heads & hands to deal with new > business. > If they hadn't choosen this strategy they would have had an enormous > problem > to attract, train and pay new sales people. This would have slow their > growth. > By web-enabling their sales-people they removed this labor-barrier so > they can > grow at a faster pace. And to close the circle; because they also cut > costs > they are able to drop prices and attract new customers between the new > startups. > > Bottomline; never, ever sell Oracle. > > With regards, > > Paul van Wijk His reaction, man you ar egood, thanks for thgs, printing it out and studying it jjcsps

To: Bipin Prasad who wrote (12897)	12/22/1999 2:03:00 AM
From: Chung Lee	Respond to of 19080

FOCUS-Liberate beats estimates,splits stk SAN FRANCISCO, Calif., Dec 21 (Reuters) - Liberate Technologies Inc, a maker of software for delivering content to Internet appliances and set-top boxes, Tuesday reported better-than expected results and announced a two-for-one stock split. The company's revenues rose 38 percent to $6.1 million for the fiscal second quarter ended Nov. 30, from $4.4 million for the same quarter last year. Its net loss widened to 30 cents a share, slightly better than the First Call consensus of 31 cents a share, from 26 cents a year earlier. Its net loss grew to $12.5 million from $7.3 million, but a larger number of common shares was used, so the earnings-per-share gap was narrowed. Chief Executive Officer Mitchell Kertzman said in an interview that the company expects to continue investing heavily in development of its services, which could limit profitability the next two quarters. ''We're going to spend pretty aggressively to get our market share as close to 100 percent as we possibly can,'' said Kertzman in an interview. He described his company as being in the ''early stages of deployment'' and that ''further out beyond the next couple of quarters there will be significant revenue growth'' from agreements now being made. The stock of the company, floated earlier this year at $16 per share by database giant Oracle Corp (NasdaqNM:ORCL - news), has been climbing sharply in recent weeks, amid signs its technology is gaining acceptance. It soared $36.50 to close at $250.50 Tuesday ahead of the results. Oracle, now the minority holder, owns 48 percent of Liberate. The company has built a growing following for its products by shifting from its initial business strategy of building a network computer to offering Internet-based open standard software for the cable television industry and other nonpersonal computing applications, like Internet appliances. It changed its name from Network Computing Inc to Liberate when it went public. ''These quarterly results reflect the heightened demand for our platform,'' said Kertzman. ''With new deployments in Europe and the U.S., as well as strategic design wins in Asia and around the world, Liberate continues to define the interactive television market.'' The company cited recent wins with Star TV in Hong Kong, Cox Communications, Cable & Wireless Communications Plc, US West, and others. biz.yahoo.com