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 : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (10753)	9/12/1998 9:02:00 PM
From: paul	Respond to of 74651

Michelle - im not sure what the relevancy of this is. Sun built up a lot of backlog going into Q1 since they will be down for 1 -2 weeks (not sure) to go completely live on Oracle. It doesnt seem to have hurt their business as they have the best margins, growth and as far as I can tell quantity of new product introductions than any of their direct competition. SGI went live a couple of years ago and look at them. Apple went live on SAP over 3 years ago. Im not sure i see a connections. As far as Oracle slipping in market share on applications during the time they were going live - i dont think this is relevant to the functionality or quality of Oracle apps - im not an expert on ERP but Oracle Financials and Manufacturing are considered the best of Oracle's erp modules and very competitive to anything from peoplesoft or Sap. Plus Larry E and Scott are good friends and the experts are within a few miles of each other to provide support. As far as Dell goes you wont get any arguments about me about that company.