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

To: Brian K Crawford who wrote (14923)	11/22/2000 6:29:05 PM
From: Tom C	Respond to of 19079

I wonder how much Oracle paid for that fluffy piece. I'm long Oracle since 1995 so I don't qualify as a short. After reading this my biggest question is: Why no mention of all the exchanges? Six months ago the big exchange deals were the driver for this stock's appreciation.

To: Brian K Crawford who wrote (14923)	11/24/2000 11:53:27 AM
From: Brian K Crawford	Respond to of 19079

idg.net Big guns rattle ASP battlefield Despite user concerns, Oracle, IBM, Microsoft, and HP are betting heavily on apps as services Excerpt: Many users, however, are still more than a little reluctant to commit to a hosted strategy. That reluctance is triggered in part by the financial instabilities many ASPs, ISPs, and other online service providers have shown in the past year. Potential user viewpoint: "If I am going to do it, it will be with a big, financially strong provider..." The most significant technical stumbling block to emerge is the difficulty of data and application integration, according to users. "It just doesn't make sense to outsource large applications when I have to get ERP [enterprise resource planning] from one ASP and CRM [customer relationship management] from another, and the data can't be integrated because it's housed by two competitors," said Pat Elwood, advanced technology consultant at Hertz, in Oklahoma City. "If I could have all my applications integrated, that would make the prospect more attractive." Potential user viewpoint: "If I am going to do it, I am certainly going to get complete integration for my risk and effort..."