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Technology Stocks : i2 Technologies -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (993)	11/14/1998 12:46:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 2339

Oracle's Ellison goes after SAP. Jay: This could be interesting. ------------------------------------------------ Oracle's Ellison goes after SAP By Torsten Busse InfoWorld Electric Posted at 8:50 AM PT, Oct 30, 1998 HONOLULU -- After getting his own troops to listen to each other again, Oracle's CEO Larry Ellison is predicting "a great year" for the company's enterprise resource planning (ERP) applications business. In an interview here with IDG editors, Ellison said "after screwing up" Oracle is now much better positioned then before to battle all other ERP vendors, but specifically market leader SAP. "Interestingly enough, we'll have a great year in applications," Ellison said. "That is because we are very different than they [SAP] are. We have a very strong front-office and manufacturing product." Besides repeating the familiar Oracle Applications ERP suite sales pitch, which over the past six months has consistently been focused on touting its manufacturing applications, its new front-office sales, marketing, and services software, and its business intelligence tools, Ellison also predicts that taking advantage of underlying database technology will allow Oracle to "sneak up" on its competitors in the ERP space. "We have a wonderful strategy in manufacturing where we are going to sneak up on SAP in Asia, the largest manufacturing base in the world. In Asia SAP has not done well," Ellison said........ erpsupersite.com

To: orkrious who wrote (993)	11/14/1998 1:36:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 2339

but Y2K could benefit them somewhat if old manufacturing systems are replaced with far better state-of-the-art stuff. Still, you would think good managers would already have it completed by mid 99. But I guess many might not be good. The second part of your statement is true, but nonetheless its way to late for a y2k push for mfg enterprise software, and everyone knows it. We saw the y2k effect in mfg last year actually - there is a planning function that stretches out 18 mos routinely so in order to not see the y2k phenom in an arcane system you would have had to retrofit 18 mos ago. Some shops have a smaller planning window sure but its always at least 6 mos. I understand it may not be too late from front office though. Michelle

To: orkrious who wrote (993)	11/21/1998 9:01:00 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 2339

General question on PE ratio... seeking a couple opinions on ITWO high PE in the 60 range... what kind of recent growth in sales and earnings? what kind of future growth is expected? Got a few golden nuggets recently that I want to invest... would love to jump in at 22-25 ... the price chart indicates probable quick move back to 40 soon, retracing the sudden late summer swoon if looking for rapid growth, check video games sector !!! also, familiar with many ERP concepts but not SCM... in nutshell, what is it? thanks, Jim Willie