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Technology Stocks : Cloud, edge and decentralized computing -- Ignore unavailable to you. Want to Upgrade?

To: Glenn Petersen who wrote (855)	2/13/2012 2:41:49 PM
From: Doren	Read Replies (1) \| Respond to of 1685

Workday sounds very interesting, but it also sounds like it will be a known quantity by the time it IPOs. I would be interested to know more about this. Dave Duffield sounds like a guy who knows this business. He also sounds like someone who could lure talent away from Oracle. How would Workday displace PeopleSoft at Oracle? Seems to me that Oracle would have most users by the gonads unless they are willing to go through a massive change, otherwise newer companies might be more attracted by better pricing. Does SaaS signifigantly cut cost so that Workday can offer services cheaper than Oracle/PS or are their software or services just better. I can see Oracle as the kind of company that people don't like using but are forced to use. Can anyone comment on this?