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

To: Gilbert Drapeau who wrote (13593)	4/1/2000 9:39:00 PM
From: philipah	Read Replies (1) \| Respond to of 19080

Gilbert - Notice the Giga date was 23 March. Do you think that opinion has any impact looking fwd? P

To: Gilbert Drapeau who wrote (13593)	4/2/2000 11:03:00 AM
From: Bipin Prasad	Respond to of 19080

Gilbert, Here's one directly from ORCL and slightly newer news regarding CRM: Oracle(R) CRM Registers 179% Growth - Tops Growth Expectations March 28, 2000 8:30 AM REDWOOD SHORES, Calif., March 28 /PRNewswire/ -- (http://www.oracle.com/tellmemore/?143431) Oracle (Nasdaq: ORCL), the fastest-growing customer relationship management (CRM) product vendor, has topped the charts again with 179% growth in Oracle's most recently reported quarter. The strong growth is not unusual for Oracle's CRM suite, which has won industry awards and recognition for its strong functionality, industry-leading features and full integration with Oracle's groundbreaking e-business suite. The company also announced that many of its customers are choosing Oracle for its integrated CRM and ERP product line that addresses the entire demand and supply chain, rather than "point solutions" that only address small pieces of a company's business processes. NOTE: Oracle is a registered trademark of Oracle Corporation. CONTACT: Karen Houston of Oracle Corporation, khouston@us.oracle.com 08:01 EST InSook Prasad

To: Gilbert Drapeau who wrote (13593)	4/3/2000 12:48:00 PM
From: lml	Respond to of 19080

Thanks for the post, Gilbert. However, I have two comments. First, the Giga Group, run by Gideon Gartners prides itself upon objectivity. However, if one reads this release that you posted there are more than just facts; there is opinion. And most important, the opinion is interwoven into the release to give the appearance of fact. To wit: While Oracle emphasizes that only two of 63 CRM modules are affected by the slip, Giga notes that business-to-business (B2B) companies will have great difficulty establishing customer relationships without a way to sell products and manage accounts. If that's not a non-sequitur, I dunno what is. Oracle's plan to release several industry-specific CRM modules (e.g., banking, utilities, telecommunications) concurrent with base CRM functionality also points to significant release cycle compression and added risk, and will likely result in additional delays. (Siebel and SAP ship industry-specific functionality at least a quarter after the base product.) Well, is this fact or opinion? Is this ORCL's schedule for release of industry-specific modules? If so, then is this schedule considered a release cycle compression, & by whose standards? Does such a schedule, if true, really present added risk? Is it likely to lead to added delays? Ah, SEBL & SAP are cited. Now we're getting to the bottom of this blurb. We reiterate our position that Oracle will not deliver a robust enterprise CRM suite until the end of 2000, and urge companies to proceed with caution. Quite a bold statement from a group that purports to be objective. To be quite honest, it sounds anything but objective. Last, I would add that the Gartner Group was one of the first industry analysis groups to call for ORCLs demise several years ago. It is on record highlighting the MS-SQL threat to ORCL's DB business; the flattening of DB business in general, and the pooh-poohing of the ORCL's Internet appliance PC. When taken all together, your source, IMHO, is not very credible, despite their industry trademark. I question not necessarily the quality of their research, but the quality of their conclusions or OPINION. The bottom line is that Giga deserves little credibility, because it cannot be respected for its objectivity. The newswire you post is clear evidence of this. I invite anyone to prove otherwise.