Forging Alliances: Allegis Interview Dennis Ryan, President and CEO of software solutions provider Allegis, discusses the company's B2B products and services.
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Oracle 4Q: Applications Cast a Shadow Oracle met our EPS forecast, but anemic application sales cause concern. We see massive earnings potential ahead as corporations loosen technology purse strings. 06/18/01
Oracle CEO Speaks at JavaOne At Sun's conference, CEO Ellison discusses Oracle's 9i application server and J2EE standardization. In other news, we think current stock weakness presents a buying opportunity. 06/07/01
Oracle Speeds Up CRM Implementation A new initiative should offer cheaper and faster service. In addition, IBM bought Informix, but we think the threat is limited. 04/24/01
e think Oracle is one of the best buy-and-hold business software investments on the market. While various technologies may come and go, the database is here to stay and Oracle dominates this market. On top of that, we believe that Oracle's application business is poised to gain market share because of the continual functionality improvements in the product, a superior architecture and a strong value proposition. Looking to the business side of the equation, Oracle's continued efficiency improvements are driving bottom line profit increases that significantly exceed top line growth, making the company an increasingly valuable investment.
[03/23/01]
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Company Description Oracle is the world's foremost vendor of database management software and a leading provider of enterprise software applications, which enable companies to manage internal processes, interact with customers, and conduct electronic commerce.