Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (1281)	6/9/2000 1:33:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 2850

Ellison is a real piece of work isn't he -g- I consider ORCL in the same category as CSCO, INTC, SUNW, MSFT....not sure that I consider ARBA and CMRC in the same category or even business model. I absolutely agree with your statement. But since ORCL is promoting itself as the one stop shop for a broad array of database and net software: and ORCL's vision is that its software is : designed as a foundation for Internet development and deployment. ORCL's argument is that they are the logical company to be the big dog in B2B. That's how they are publicly posturing themselves anyway, right? I'n not saying that ORCL is right in their claims. The heated issue for the global auto B2B project appears to be F's unwavering commitment to ORCL's B2B solutions, while GM and the others are favoring CMRC. There is talk on Wall street about F possibly being kicked out of the group, and Toyota joining. F would be sent packing due to their insistence on ORCL having a bigger role. What's your perception of how well ORCL is executing in the B2B space? ----------------------------- for lurkers: Oracle is a developer of info- management software products. The company's Systems Software product family features the Oracle8i relational database management system, designed as a foundation for Internet development and deployment. Oracle's Application Development Tools include software products used to build database applications that run in both client-server and Web environments. Oracle's Business Intelligence System offers managers, business analysts, and executives an integrated reporting, decision support, and corrective action system. Oracle's Business Apps products feature integrated software modules for a variety of administrative and management functions. In 00, it acquired Carleton & approved the spinoff & launch of its Oraclemobil.com.