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: ehasfjord who wrote (17505)	9/1/2002 10:09:07 AM
From: robert b furman	Respond to of 19079

Hi ehasfjord, Just as "higher ed" is fragmented into many similar needs, but each university is a small component of the quite large total need - a very similar situation exists with retail dealerships.Ford, GM, Chrysler, all use very similar Financial reporting statements.The need collectively is huge - but break it down to individual dealers and the price is prohibitive. If and when Orcl can offer "canned web based services" to these similar but smaller customer bases a widespread spending boom of IT (both hardware and software) will occur. I don't blame Orcl for picking all the big accounts first - that's economically smart. To say you'll master the smaller applications is highly risky.None the less, there is a large need for that aggressive kind of thinking.If Orcl targeted the largest demands within the many industries and "took them on",they could get a very good and aggressive reputation.Much like EDS had when Ross Perot pioneered the firm. JMHO Bob