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

To: alydar who wrote (13257)	2/25/2000 1:36:00 PM
From: sam	Read Replies (1) \| Respond to of 19080

It does seem that ORCL is now the b2b king. Almost overnight. When it seemed just as likely a couple months ago that Larry dropped the ball again. And you are correct -- the deal is huge. I guess that's why CMRC is still a major player.

To: alydar who wrote (13257)	2/25/2000 1:39:00 PM
From: bob	Respond to of 19080

"This is a big win for us, and a stick in the eye for any other competing exchange in the auto industry," Oracle president Ray Lane said. "(This exchange is) the supplier of parts for the auto industry." yahoo.cnet.com

To: alydar who wrote (13257)	2/25/2000 1:46:00 PM
From: lml	Read Replies (1) \| Respond to of 19080

As the details of this deal come out, it IS apparent that it is sufficient to push the stock further over the next few days. It is also a win for CMRC (wish I had some); up $24 & change today. But most important, this deal indicates the willingness of both players to compromise, establish a single platform & grab the whole market for themselves. There will be NO other players in the auto supply market. Its definitely a positive for both companies, hence the pop today. But more fundamentally, it creates a more optimistic outlook for both companies as to how other b2b supply markets deals may be structured in other industries. If ORCL & CMRC can come to terms in the auto supply market, can they do the same in other major supply markets, ie. oil; industrial construction; utilities; telecommunications. Anybody here know exactly what the landscape looks like within the oil industry. Who has what deals with whom at this juncture?

To: alydar who wrote (13257)	2/27/2000 3:45:00 PM
From: Kurt_Ruckus	Read Replies (3) \| Respond to of 19080

Loving this action. One thing though, thinking about blisenko's post. I'm not sure that companies suppliers need use ORCL software to use the exchange. The way I understand it, what is required is a browser. I could be totally wrong, but it just seems they've created the Amazon of autoparts. Is it possible that they'll be setting these up in one industry after another and will not derive revenue's from the sale of the software, but for their stake in the vortal which I would guess they would extract a percentage of each sale from, much like ebay? Other industries that they could potentially enter - telecommunications, aircraft building, electricity? I love where this is going.... K