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To: ed who wrote (10768)	12/10/1997 8:11:00 PM
From: hpeace	Respond to of 97611

don't think that Synnex can possibly do this...that volume maybe is in another currency. two things..when you sale an upgrade for oracle you sell at whatever the price is that day... oracle would sell an upgrade via credit card and check..these are okay. but,the larger purchases and even small sells to large compnaies they would sell it via a purchase order and deliver the goods at whatever the price per exchange rates were that day... But, they don't collect the money for 30 days or 60 days.. now if the exchange rate is 130 yen to a $(when collected) then instead of the 120 to $ when they sold it then it converts back to less USD, In fact, they take an 8% lost. This is why they need to hedge their A/R. They can loset out here. Also, If Oracle just raises the prices per exchange rates then it makes the purchase more expensive if the rate is now 130 to 1. MIS is apt to say..I'll wait a few months and then upgrade. So, true about quoting it in USD's, but many of the larger corps don't except those terms since it means they have to accept the risk I described above. The customer usually negoiates this as part of their selecting Oracle as a strategic Info system enabling tool vendor. ONce you select a database direction ..it's a major decision that is not easily changed. I've worked these Info. technology international deals so I'm not guessing here. Ed, I described in detail what the oracles collapsing price pressure is...you should not be expected to understand this(explained in post last nite)..ask questions if you don't..I've been working with oracle on this since 1983-84 when they were giving me Mainframe prices for pc apps<gg> It's the new ERP's that are driving this more than win NT..since win NT is an O/S... oracle is a datebase that goes on O/S's and they have great win NT datebase. Now to china....China and the others will do biz in $'s,but not 100%...Japan is a country that expects terms in their currency and most get it. Actually, china is more a fourthshift ERP country and right now they are selecting the mdbs database with their old system. In 1998 and 1999,2000 fourthshift has an industrial strength databaase version(Oracle, Informix, Seq. Server). This means there is delayed demand. Not, trying to belittle you but, this is really a very dificult subject that I/DS vp's are dealing with now and it's now very easy to understand. Win NT is here and ready to rock and roll.... But, the ERP's don't have their next generation ERP yet... only the biggies like SAP and BAAN have it and those are not ERP's they are suicide missions. Up date your resume if you are a VP of I/S and you select them. the street is focusing on low cost too much...I agree we that. Oracle and the other corps need to hedge yen between the sale of prodcuts and when they collect the money .