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


To: philipah who wrote (9725)3/4/1999 10:15:00 PM
From: John Wright  Read Replies (1) | Respond to of 19080
 
Philipah, excellent post! Turmoil not just at Baan, PSFT, JDEC, Informix, et al... but with SAP too! Let's see now... just how well do these recent events fit with the SAP sales pitch. I can hear it now "Soooo, having said all that,.... we noticed that your U.S.CEO just resigned, a number of senior executives have left, and your market cap has been substantially eroded in the past year. Going forward, why should our company make an SAP investment that could perhaps ultimately end up being a huge EXPENSE?" The answer? You shouldn't!
Just more leverage or collateral for Oracle.

By the way, I read the PSFT/MSFT announcement today. To little too late! Just another confirmation that the collective IQ at MSFT has nicely positioned the company to be one of history's most spectacular shorts. Once the courts put the final nail in the coffin and decide MSFT's mediocrity has been chronically propped up by it's monopolistic, anti-competitve trade practices we'll start to see the beginning of the end and eventually witness the rebirth of real free market capitalism in software...i.e. the freedom to create and innovate but not on MSFt's bloated central planner terms !!!

Thoughts, opinions, anyone?
John