http://stockmarketbeat.com/blog1/2006/10/24/oracle-strikes-again/ Our beat: The stock market. Our job: Beat it. Mon, 08 Sep 2008 01:08:05 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2006/10/24/oracle-strikes-again/#comment-6721 Leading Apps Vendors Compete for Telecom Customers - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Tue, 28 Nov 2006 18:59:52 +0000 http://stockmarketbeat.com/blog1/2006/10/24/oracle-strikes-again/#comment-6721 [...] Database rival Oracle (ORCL) has also been bulking up to serve telecom customers. Provided IBM and Oracle can integrate the businesses properly, we think consolidation is good for the software industry and its customers. The author may hold a position in the securities discussed. The author's current holdings are as follows: Long: Intuit (INTU) put options; Nasdaq 100 (QQQQ) put options; Bookham (BKHM; Ballard Power (BLDP); Syntax Brillian (BRLC); CMGI (CMGI); Genentech (DNA); Ion Media Networks (ION); Lion's Gate (LGF); Three Five Systems (TFS); Adobe Systems (ADBE) call options; IShares Japan (EWJ); StreetTracks Gold (GLD); Starbucks (SBUX); U.S. Oil Fund (USO); Plantronics (PLT) call options; Short: Ceradyne (CRDN) put options; Lion's Gate (LGF) call options; Dell (DELL) put options; Plantronics (PLT) put options; [...] […] Database rival Oracle (ORCL - Annual Report) has also been bulking up to serve telecom customers. Provided IBM and Oracle can integrate the businesses properly, we think consolidation is good for the software industry and its customers. The author may hold a position in the securities discussed. The author’s current holdings are as follows: Long: Intuit (INTU) put options; Nasdaq 100 (QQQQ) put options; Bookham (BKHM; Ballard Power (BLDP); Syntax Brillian (BRLC); CMGI (CMGI); Genentech (DNA - Annual Report; Ion Media Networks (ION); Lion’s Gate (LGF); Three Five Systems (TFS); Adobe Systems (ADBE) call options; IShares Japan (EWJ); StreetTracks Gold (GLD); Starbucks (SBUX); U.S. Oil Fund (USO); Plantronics (PLT) call options; Short: Ceradyne (CRDN) put options; Lion’s Gate (LGF) call options; Dell (DELL) put options; Plantronics (PLT) put options; […]

]]> http://stockmarketbeat.com/blog1/2006/10/24/oracle-strikes-again/#comment-4723 Stock Market Beat » Blog Archive » Oracle Needs to Keep the Customer Satisfied Wed, 01 Nov 2006 23:11:40 +0000 http://stockmarketbeat.com/blog1/2006/10/24/oracle-strikes-again/#comment-4723 [...] Oracle Needs to Keep the Customer Satisfied We have discussed Oracle’s (ORCL) acquisition strategy several times, and believe it is the correct path for the company. However, the devil is always in the details, and with an acquisition strategy the details include making sure customers of both the parent and the acquired company remain satisfied. As ComputerWorld reports, Oracle is having mixed success on that front. Some Siebel CRM users interviewed at the Oracle OpenWorld user conference here last week said Oracle has been slow to provide details on its pledge to integrate Siebel and Oracle products and to reveal its long-term plans for its CRM product lines. [...] […] Oracle Needs to Keep the Customer Satisfied We have discussed Oracle’s (ORCL - Annual Report) acquisition strategy several times, and believe it is the correct path for the company. However, the devil is always in the details, and with an acquisition strategy the details include making sure customers of both the parent and the acquired company remain satisfied. As ComputerWorld reports, Oracle is having mixed success on that front. Some Siebel CRM users interviewed at the Oracle OpenWorld user conference here last week said Oracle has been slow to provide details on its pledge to integrate Siebel and Oracle products and to reveal its long-term plans for its CRM product lines. […]

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