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: MeDroogies who wrote (7697)	6/29/1998 8:57:00 AM
From: alydar	Read Replies (1) \| Respond to of 19080

This is a good endorsement for NCA. Monday June 29, 8:04 am Eastern Time Company Press Release SOURCE: Oracle Corp. Sequent Goes Live on Oracle Network Computing Architecture to Create Global Network, Reduce Costs Rapid NCA Implementation of Oracle Supply Chain, Oracle Manufacturing and Oracle Financials Connects and Supports 2,700 Employees in 58 Offices REDWOOD SHORES, Calif., June 29 /PRNewswire/ -- Oracle Corp. (Nasdaq: ORCL - news) announced today that Sequent Computer Systems, Inc. has successfully upgraded its business applications in less than three months to take advantage of Oracle's Network Computing Architecture (NCA). By adopting browser-based Oracle(R) Applications 10.7 NCA, Sequent has created a lower- cost global information network connecting 2,700 employees in 58 offices. The company, a leading manufacturer and distributor of high-end data center computers with revenues nearing $1 billion dollars, is running applications that support its manufacturing, supply chain and financial management activities. Oracle Applications NCA Improves Data Quality, Cuts Time and Costs Sequent initially turned to Oracle Applications NCA to improve the flow of information among its 300 manufacturing users and with approximately 200 of its primary suppliers. Traditional supplier EDI did not cost-effectively meet Sequent's needs. ''Oracle Applications and the NCA support are helping us move closer to just-in-time (JIT) manufacturing,'' said Bob Witt, CIO of Sequent. ''The savings associated with the manufacturing and supply chain improvements have more than justified the costs of implementing Oracle NCA.'' Running Oracle Web Suppliers, Sequent now provides its partners with direct access to production, sales forecast and other supply-oriented data using just a browser. This system has improved the quality of data and shortened the time required to communicate information throughout Sequent's entire supply chain. In addition to manufacturing benefits, Oracle Applications NCA has helped Sequent in other areas. NCA provides companies with global connectivity allowing extended enterprise access. Sequent is looking to take full advantage of this global connectivity with NCA to consolidate certain business functions, such as general ledger, which are currently dispersed in various geographies and to manage them from a central location based at Sequent headquarters. Oracle Applications NCA Reduces Support Costs The NCA implementation also is reducing Sequent's computer support costs. Oracle Applications NCA avoids the need to install client software on each user's desktop by running all software on centralized servers using proven Internet standards and technology. As a result, companies using Oracle Applications NCA enjoy the full benefits of a graphical system without the administrative cost and complexity of traditional client/server systems. Sequent now has the ability to upgrade to new versions of applications at the server without the costs and time associated with upgrading each of the company's 2,600 PCs. Additionally, Oracle Applications NCA are connecting Sequent's mobile salesforce. Half of the overall users and the entire salesforce work on laptop computers. NCA allows those users to connect and run applications from anywhere in the world. Salespeople are now able to access the applications while at a customer site or while traveling using a common browser. Just as Sequent has created a global manufacturing and distribution organization, it has created a global information network using Oracle Applications NCA and the Internet. ''We share information over our LANs using the Internet to create a virtual global network,'' said Witt. ''We couldn't do it without Oracle NCA.'' Oracle Corporation is the world's leading supplier of software for information management, and the world's second largest software company. With annual revenues of $7.1 billion, the company offers its database, application server, tools and application products, along with related consulting, education and support services, in more than 140 countries around the world. For more information about Oracle, please call 650/506-7000. Oracle's World Wide Web address is (URL) oracle.com. Trademarks Oracle is a trademark and Oracle Financials is a trademark or registered trademark of Oracle Corp. Sequent is a registered trademark of Sequent Computer Systems, Inc. All other products or company names mentioned are used for identification purposes only, and may be trademarks of their respective owners. SOURCE: Oracle Corp. ------------------------------------------------------------------------ More Quotes and News:Oracle Corp (Nasdaq:ORCL - news)Related News Categories: computers, internet, software ------------------------------------------------------------------------ Help ------------------------------------------------------------------------ Copyright c 1998 PRNewswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for a

To: MeDroogies who wrote (7697)	6/29/1998 11:15:00 AM
From: lml	Read Replies (1) \| Respond to of 19080

MeDroogies: I think there are quite a few issues one can point to to explain ORCL's less than impressive price performance over the past few months, application revenues as one of them. If anything can be drawn from all the analysis of ORCL in this period of "no growth" is that the vision of the Company appears at present a bit unclear. Where's the focus? Today its apps; 6 mos. ago it was NCA; before that it was Oracle 8; & let's not forget about datawarehousing. How do all these areas fit into a single corporate strategy? I think ORCL needs to fine tune their strategy to the market. There's too much uncertainty as to what this company will be in a few years (other than a database company) & how it will be positioned to exploit future growth areas (other than database). Nothwithstanding the above, one can make a relatively strong argument that ORCL is a bit oversold. But right now what's driving this market higher is just a handful of favored stocks, not a broad-based rise in stock values. Only when the market's breadth widens will investors focus on "oversold" issues. Right now focus seems to be on the "overbought" issues, Yahoo, to name a prime example.