Re: Oracle Offers $5.1 Billion for PeopleSoft

From: Nuno Souto <wizofoz2k_at_yahoo.com.au>
Date: 10 Jun 2003 17:01:37 -0700
Message-ID: <73e20c6c.0306101601.44c98fc2@posting.google.com>

Karsten Farrell <kfarrell_at_belgariad.com> wrote in message news:<MPG.194f9f48f75935b59897c1_at_news.la.sbcglobal.net>...

> Some people are saying it's all a game to put a halt to PeopleSoft
> buying out JD Edwards and moving closer to Oracle in market share. So
> Larry jumps in with a big offer and JD Edwards stock holders get queasy.

Dunno. One thing is obvious: if Larry is playing this one as a game, he's gonna pay through his teeth! He can't just come up with something like this and expect ANY future credibility if he pulls out. And PS won't "move closer" to Oracle with this: they WILL overtake Oracle! By so much it's not even fun. Larry will end up a very distant 4th in applications if PS+JDE goes ahead. Stakes are very high on this one. Like I said: my gut feel is Oracle has woken up too late. I hope I'm wrong...

Cheers
Nuno Souto
wizofoz2k_at_yahoo.com.au.nospam Received on Tue Jun 10 2003 - 19:01:37 CDT