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

To: Hardly B. Solipsist who wrote (15144)	12/15/2000 1:46:07 PM
From: lml	Read Replies (1) \| Respond to of 19079

. . . it doesn't look to me like a zero-sum game at the moment. I was joking here too. I was just trying to relate your comment that Siebel may have just been tired to Larry's comment earlier in the week that he slept very well over the weekend. Of course this industry is NOT a zero-sum game. Its a game of growth, which IMHO is why ORCL's numbers this Q, as opposed to Q3 and Q4 are that much more telling of the traction of its application software biz. SEBL is an extremely successful player; it will always be a leader in the CRM arena, but I think ORCL will also be another leader because of its suite approach. In short there will room for both but I'd be willing to bet that SEBL's "big lead" over ORCL will diminish over time. But who cares when the whole application SW market is growing leaps and bounds. Any analyst who thinks that SEBL was going to grab and keep the lion's share of the CRM market all to itself given the tremendous opportunities for growth would have to think twice before incorporating that assumption into his/her analysis. Rapid growth markets attract many aggressive entrants. Some are successful; others are not. I think the tea leaves are telling us at this point that ORCL will be successful, and thus ultimately share the limelight in this area with SEBL at some point in the future. As far as Upin being willing to admit this, I guess he's going have to wait until someone pour the whole pot of tea over him in order to get him to realize that his early analysis of ORCL's prospects is just plain wrong.