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

To: Danny Boy who wrote (9092)	12/11/1998 12:48:00 PM
From: treetopflier	Read Replies (1) \| Respond to of 19080

<Ray Lane says 100% of ORCL software is now internet.> Well, sort of. Ray was asked to specify what percentage of database sales were related to the internet. He responded "I'll give you a provocative answer - 100%". Ray also clearly outlined their application sales strategy of going directly after the non-internet enabled competitors, e.g. SAP, and forcing them to demonstrate their wares side by side with ORCL apps R11. SAP sells to the functional side of the business. ORCL has always sold to the technical (IS/IT) side of the business. If they can succeed in forcing 'internet enabled' to appear directly on the functional side of the requirements, they KILL SAP. They also have front office offerings that SAP can't match now. The apps story keeps getting better and better and Internet enablement is key to the message. Ray said the entire 4000 person sales force has been trained to deliver the message very concisely. Was he believable? Check SAP's stock price today. Ray also made some very pointed comments about SAP's pricing strategy. Points that weren't lost on the audience. SAP will be GIVING their software away by this time next year...and ORCL will continue to get its current prices. ttf