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

To: SeaViewer who wrote (7645)	6/24/1998 2:58:00 PM
From: Lizzie Tudor	Respond to of 19080

Manu is a great company, so is I2, in the Supply Chain Management area. SCM is interesting because it is the fastest growing space in applications, and more importantly, the current SCM model is only the beginning of what mfg will be in a few years. To make a blatant generalization, ERP mfg is losing momentum while mfg outside your warehouse (the Dell model) is gaining momentum. The point here is that this is a new huge mfg arena which could possibly change the entire erp mfg landscape and there is no real direction for Oracle apps that I can see. Sap has their own scm initiative, Psft is actively investing like usual and has purchased one company in the space (Red Pepper). As far as I know, all Oracle has done is simply partner with I2 and Manu for this business (which could ultimately lead to Oracle giving away their business to Manu or I2). Yes it is true manu stumbled last qtr but that has more to do with managing growth than anything else. If Oracle doesnt get some vision in these emerging areas its goodbye to the apps division. If the people at Oracle think like these people on this thread, Im not surprised Oracle apps are losing. I realize most here are not application people, however apps are a very important part of Oracle business. Michelle