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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (20730)3/19/2000 5:55:00 PM
From: voop  Read Replies (1) | Respond to of 54805
 
"ORCL is not a database company anymore it is B2C, and B2B software company"

I noted the same thing listening to Ellison the other night. He talked about competing with the Commerce Ones, not the Sybases or SAPs

Voop



To: Boplicity who wrote (20730)3/20/2000 9:39:00 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Gregory, ORCL is trying to take advantage of B2B and B2C, but it is not the Gorilla there, and the relative revenues from its core database licensing business and business solutions software still dwarf its B2B and B2C software reveunes.


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