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

To: John F. Dowd who wrote (17467)	8/14/2002 7:39:10 PM
From: DeadHead	Read Replies (1) \| Respond to of 19079

I believe the real reason Oracle "deemphasized" their consulting organization in the mid-90s is that the consulting companies (e.g. Anderson) didn't much appreciate the competition.... sort of what's going on now with CRM and app servers. (When you're big you tend to bump into others more often than you'd like.)

To: John F. Dowd who wrote (17467)	8/16/2002 3:50:31 PM
From: alydar	Respond to of 19079

john, <<Consulting doesn't have the same margins as software. I am not so sure that this isn't a thinly veiled sales pitch. JFD>> business lesson #1; not all products that any company manufactures (i.e., except for monopolies) have the same margins. have you ever really done financial analysis? some products margins are higher than others. what matters is total earnings (i.e., eps) and not gross margin. wall street looks at the bottom line not the margin line. also, you do not understand the importance of the consulting/outsourcing business is to orcl. with outsourcing orcl gains control of a companies IT needs from the front end to the back end. with the outsourcing businesses growing orcl is strengthening their position internet computing. rocky.