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To: cfimx who wrote (53585)	4/4/2003 4:50:10 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

I'VE GOT IT, I'VE GOT IT!!! Our own village idiot is actually the Dell Dude in disguise!!!! (HAHAHAHAHAHAHAHAHAHAHAHAHAHA!!!!)

To: cfimx who wrote (53585)	4/4/2003 6:30:51 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 64865

we discussed this Ellison piece on another thread. I actually used to work for Larry so this kind of rhetoric from him is not unknown to me. First of all, we have the same number of companies on the naz as the early 80s (mid 3000's if I remember correctly after being over 5000 in the 90s at one point), so I doubt we have another 1000 companies to consolidate away. That is just my opinion. The dawn of the internet is certainly larger than any emerging tech we had in 1982. But wrt Larry, it is important to note that more than almost any other tech company, Oracle has benefitted from this consolidation and it is in Oracle's interest to create a climate of fear to promote this vision. Oracle unlike cisco and some other tech heavyweights was barely hanging on to their mkt in the apps area in the 90s, even though Oracle apps and SAP were running neck and neck in 93/94. All these other apps players incl psft, sebl etc. were pulling ahead. (one reason for Oracle's decline in apps was their unwillingness to issue stock options imo, and the "tech lead" area at Oracle was weak). Since the recession, Oracle benefitted from the standard industry trend of consolidation. Not because oracle apps were better (they aren't) but just because customers wanted fewer vendors, and Oracle could push its apps platform on top of the database installed base. It is just a classic example of dumb luck. If we had even a barely robust tech spending environment, Oracle apps would be gone. So Larry is going to blow his horn for as long as he can until Sebl and Psft bite the dust so to speak, at which point Larry will announce a capex renaissance and all is hunky dory again. Moral of the story- don't believe a word larry says. He doesn't believe this stuff himself.