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


To: sam who wrote (13291)2/28/2000 9:44:00 AM
From: alydar  Read Replies (1) | Respond to of 19080
 
I believe some software company has to provide the supply chain software to the companies that are providing producs to the AutoXchange?. Furthermore, the suppliers need software to automatically increase/decrease inventories based upon their selling success. Therefore, I think that every supplier to each one of these exchanges that ORCL sets up is going to need front (i.e. supply chain) and back end (i.e., ERP) software to automate their business. ORCL has the complete package. Instead of an operating system for a PC they have an operating system for an entire company. I believe ORCL will make a huge amount of money selling software to these supplier and also garner a percentage of each transaction along with an equity stake. ORCL is setting up the new economy for business and it all involves ORCL products and ideas. Maybe I am too optomistic but this is how I see it.

All, IMO, Bob.