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

To: Bipin Prasad who wrote (9300)	1/6/1999 12:46:00 PM
From: Mark Palmberg	Read Replies (1) \| Respond to of 19080

Comments? Manugistics ripe for a takeover Manugistics (MANU) has had a tough go of it this year. Its stock has gone from a high of $66 a share to a low of $6 and is currently trading around $13. Multex Investor Network has a research report from Legg Mason Wood Walker posted on its site that points to an acquisition of Manugistics Group. The analysts see three possible buyers: Oracle (ORCL), PeopleSoft (PSFT) and J.D. Edwards (JDEC). They say Oracle is the most likely of that group to make a run for Manugistics. The research report says Oracle could afford to pay the $600 million analysts figure Manugistics would fetch. But they say PeopleSoft, though shorter on the cash needed to pull it off, could structure a cash-and-stock takeover. The report also says J.D. Edwards lacks the cash or stock, making it tough but not impossible for it to swallow Manugistics. The analysts say one roadblock to a Manugistics acquisition is the fact that the company's chief executive owns 22 percent of outstanding common stock, so he would have to be on board for a friendly takeover. The Legg Mason report thinks the supply chain management software market is heading for consolidation and that, because Manugistics' stock price has taken such a pounding, it is likely the first to go. Read the full story.

To: Bipin Prasad who wrote (9300)	1/6/1999 1:55:00 PM
From: Michael Olin	Read Replies (3) \| Respond to of 19080

Perhaps I should have started my post with the cheerleading "Rah, rah, rah" instead of saving it for the end. Actually, I think Larry really wants people to say how great he is. He does not just want to succeed, he wants to do it publicly. Can you think of any other reason for Oracle releasing daily press releases about Larry's yacht's progress in a race (not this past week's tragic Hobart-to-Sidney race, this one was a year or two ago) which he won handily, always mentioning that he was beating, among others, the CEO of SAP. Bill Gates also wants his ego to be stroked. The Barbara Walters interview (Look at me, I'm just like you, only smarter and richer. I even took voice lessons to learn how to sing "Twinkle, Twinkle Little Star" to my daughter. Aren't I a great guy?) is great to contrast with his deposition testimony (I don't know what you mean by "market share" - and - No one writes "urgent" on the e-mail, the computer does, ha, ha, ha). I didn't think you were trying to put down Larry. I just find it interesting that a person like Larry Ellison, who I believe to have a great track record at envisioning future technical advances, is viewed by many as a Bill Gates wannabe, while Bill's great expertise seems to be in knowing whose technology to co-opt and sell to the world as a Microsoft innovation. Each are lucky in their own way, but it is also said that you "make your own luck". Perhaps Larry excels at "making luck" and Bill is expert in "seizing" it. Your father was right. The difficult thing is making sure you are looking at her when Lady Luck is smiling. My apologies if you interpreted my post as any kind of personal attack. That is certainly not what I intended. -Michael