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To: DaYooper who wrote (32815)	10/4/2000 9:43:08 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

Yoop, the issues with 11i are short to medium term in nature, but Larry has to succeed. The money will come from apps in the future, not the data base engine. The database is becoming more and more a commodity, though his application development tools are pretty hot and profitable for now. On the solutions side he is competing against all of the ERP, financial software, HR software, project mgt software, inventory control software, B2B software companies. What Larry has promised is a totally integrated set of solutions to all of an enterprises resource management needs, all running in a secure web-based environment. He is cobbling together a whole bunch of apps that were not written to be integrated and converting to web-enabled apps at the same time. Its a tall order, and it is taking a whole lot more time than anyone expected. But it is getting done. It is getting done because that is all that Larry has been concerned about, operationally, for a few years now. It's his number one thing. He has been in trouble on this, imo, for a while, but it has not been evident, generally. Now he is setting high expectations on Wall St. so he has to get his folks to produce the working products, sell them, and (this is the hard part) create reference accounts.

To: DaYooper who wrote (32815)	10/5/2000 10:36:07 AM
From: johndelvecchio	Read Replies (1) \| Respond to of 54805

HI Da Yooper, I can't give advice. That said, my advice would be to log on to Oracle's web site and watch the presentation given by Jeff Henley (CFO) and also the Q&A with Larry Ellison. I thought it was very instructive. If you have owned for 6 years, then you are up the kind of money that it is in your best interest to watch this stuff. The downgrade came because people thought Henley's body language was bearish. However, he did not say anything different than what was in the conference call earlier. A lot of stupid things have been done by analysts in the last week, and this is probably one of them too. I mean, what the @#!$, the guy has to have good body language too!?! He should just stand up there like Al Gore and never change his tone. That way, no one can judge his body language. Ellison's Q&A lays out the strategy and what they are trying to do. So, it is worthwhile to watch if you are an investor. On a unrelated note, Ellison taught me something about software reselling. If a company resells software, the revenue gets booked twice. Once by the reseller and once by the software company that owns the product. I think a good piece of information to know now is how much of a business is due to reselling. It seems like it could mask the underlying performance of the business of the firm doing the reselling. Obviously selling their own wares is where the better margins are. Just a thought... Best, John