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

To: Zoro who wrote (17961)	2/13/2003 1:43:00 PM
From: Lizzie Tudor	Respond to of 19079

sebl saying stabilization too though. Its pretty consistent, across the board in software that we are through the trough. Actually the health of the internet companies like ebay yhoo and amazon are kindof a tell for software. (some software like orcl,beas and macr- the internet enabling stuff not sebl). This is fundamentals not stocks. Siebel CFO says software market has stabilized biz.yahoo.com Some are seeing a morphing of enterprise apps with the traditional e-commerce apps... if thats the case then enterprise apps will pickup sooner. E-Commerce Software Is Dead: Long Live Enterprise Applications story.news.yahoo.com

To: Zoro who wrote (17961)	2/13/2003 10:13:13 PM
From: qso_qsl	Read Replies (1) \| Respond to of 19079

ORCL teaming with Dell and Red Hat (Linux), IMHO, could be a real winning team in the enterprise sector. Dell has taken most PC desktop competitors to the cleaners. Michael Dell has set his sights, and business model, on the enterprise sector. With ORCL and Red Hat (Linux) as business partners, he now has a platform to launch enterprise solutions. May not be competition for IBM in its mainframe area, but I would be sweating bullets in their enterprise server sector in the future. Still wonder why IBM lowered their price on DB2 back in NOV 02?? Still wonder why ORCL is investing in Linux?? LINK: dell.com IMHO, only a matter of time before ORCL's 11i apps becomes part of a complete enterprise platform solution offered within Michael Dell's business model. Which side of the fence would you rather be on?? QSO QSL