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: ge who wrote (18180)	7/16/2003 2:52:14 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 19079

Well, if Oracle doesn't get peoplesoft then they will lose the apps business entirely. Oracle will become a distant 3rd or 4th player, behind SAP, psft, and sebl. CRM is the only real growth area left in apps and Oracle can never recover from their awful 11i product released last year (known as "the 5000-patch release"). I'm sure Larry sees the world this way because executives at Cisco and Sun have made it clear that unless Ora apps shape up, they are out.