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

To: Turs who wrote (15955)	6/30/2001 1:17:15 PM
From: Turs	Read Replies (1) \| Respond to of 19079

You HAVE to watch Larry in action on the Web site The entire presentation of Oracle's analyst meeting on Wednesday is archived on the site. Larry's segment is last, but he is in rare form. The guy really is brilliant and such a talented speaker. While we know he often exaggerates, there is still some truth to everything he says and he has an incredible ability to recall detail in supporting his case. 90 minutes of entertainment - better than the Improv! Turs

To: Turs who wrote (15955)	7/2/2001 2:22:23 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 19079

It's really about the entire enterprise software industry. I've heard stories like this about Oracle, SAP, IBM, and PeopleSoft. I'm not so connected to this side of the business anymore, so I don't know if people have stories like this about SEBL, too (they were too small when I lost contact). Enterprise software packages have historically been a place for consulting to start working -- they weren't anything like software that you buy to use at home. Ellison is right about the problem, but I don't know if ORCL is making progress becoming a part of the solution...

To: Turs who wrote (15955)	7/2/2001 4:12:33 PM
From: lml	Read Replies (1) \| Respond to of 19079

Thanks, Turs. Caught the article myself yesterday. After reading page 1, then the next page, but before finishing article, I thought, gee, if ORCL's product are so bad, and their support is so bad, how did the Company ever achieve the success that it has, not in database, but in the apps market over the past two years? If I were to give any credulity to the author(s), who for apparent reasons prefer not to attach his (their) name(s), it would be fair to conclude that much of what is claimed of ORCL is not that much different than most of its competitors in the industry. Let's face it, selling software is extremely competitive, and the best product does not always win. Notwithstanding the merits of the article, which I tend to seriously doubt, ORCL has been known to continually improve its products with each subsequent release, and apparently is able to ultimately keep the customer happy . . . or they wouldn't be where they are today. No company gets to be in their position by continually delivering products that simply don't work. I would also conjecture as the motivation of the authors here, and the timing of release of this article. My favorite question to ask is "why now?" Why wasn't this article written a year ago? Or six months ago? Or a month ago? Why did publication wait until ORCL announced the beginning of a turn around of its business which has sent the stock up by almost 30 percent in a month's time? What does the latest heightened competition between ORCL and IBM have to do with it? I think the more intelligent investor is adept to sift through what's fact and what is utter BS in the article. JMO.