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: Adam Nash who wrote (8317)	9/11/1998 2:34:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 19079

Oh sorry Adam, I was just commenting to paul about what my background is - which is, application software vs. the engine. I did some early logistics stuff which is now a part of supply chain management and implemented at Dell. In fact, I was at Dell last year. Im sure I dont need to tell you something is up though, since all you have to do is look at your I2 stock. And the common argument that I2 technology will be absorbed by the ERPs Sap and Psft, well that may be true fundamentally, since I2 is a "bolt on", but Sap and Psft stock is not exactly exploding to the upside either. I think there is some saturation and the y2k effect hitting application software sector, and I dont know how long it will take to play out. Again, its curious because I think we are only on the very fringes of business automation across the internet so the appl software companies have to bounce back at some point.