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

To: MeDroogies who wrote (10442)	4/9/1999 9:32:00 AM
From: Diamond Jim	Read Replies (1) \| Respond to of 19079

Bid is up to 24.5. Nice surprise.

To: MeDroogies who wrote (10442)	4/9/1999 2:37:00 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 19079

MeDroog, ERP is a term vague as hell I will give a computer sharecropper's conception In the mid/late 1980's ERP referred almost exclusively to Personnel software and Peoplesoft was king... it meant managing employee payroll, withholdings, benefits, vacation time, health selections, stock options, espp stock, etc, along with the planning of new sites, new organizations, and their integration into the big corporation... but ERP evolved several years later into much more, in linking mfg operations with sales and administration... in this second stage I believe SAP became king as they "connected" the enterprise -- personnel, mfg, sales, inventory, orders, customers... in last couple years ERP has come to refer to this same list of enterprise functions, but with a twist of the internet woven into to fabric of the software... sometimes internet usage is an afterthought, woven like a stitched tool at the hip... but ORCL solutions might just by woven at the database joint and make music Oracle's bread & butter is database systems, Unix software running kickbutt databases... they invented the concept in the modern age... sure, databases have existed for a long time... but ORCL brought to the table relational DB and much more potent stuff... in my opinion, major league DB systems cannot get any more central to "Enterprise Resource Planning"... thus ORCL is THE PLACE TO BE IN ERP... I mentioned leverage of their colossal DB customer base and using their DB expertise to develop the next level in ERP software... little spuds like I2 Tech are clever devils, but can they integrate DB at the interior levels to solve ERP problems like ORCL can? DOUBT IT ORCL is the new kid on the ERP block, according to the new definition of ERP... as far as I know, ORCL has not been specifically involved in highly evolved linkage of disparate corporate functions in the name of streamlined efficiency... ORCL owns the DB market, and has begun to flex some muscles... I first heard of new ORCL products in the ERP space only in last couple months I smell a wicked nasty reversal... bring out the spinnaker until buoy number 32 / jim willie