Investorsfrage: Wer wird der neue B2B-Partner von Oracle im Kampf gegen c1/sap und ariba/i2/ibm ?? - 500 Beiträge pro Seite

[Celentano]

Oracle to Announce Expanded Alliance Creating a New
High-Volume
11/10/00 2:06:00 PM
Source: PR Newswire

Channel For Its Internet Software

Keynote to Feature Surprise Guest

On Monday, November 13, Oracle Corp. (Nasdaq: ORCL) Chairman and CEO, Lawrence J. Ellison
will unveil an expanded alliance to drive additional widespread adoption of its Internet software. The
news will be announced during a press conference, and then further detailed by Mr. Ellison during his
scheduled COMDEX keynote.


What: Press Conference and Keynote Address

When/Where: Monday, November 13, 2000 COMDEX/Fall2000

Press Conference - 6:00 p.m. Pacific Standard Time Ballroom E
Hilton Hotel Conference Center Las Vegas, Nevada

Keynote - 7:00 p.m. Pacific Standard Time Barron/Conrad Room
Hilton Hotel Conference Center Las Vegas, Nevada

PR Contact: Danielle Epstein Oracle Corporation 650-607-5594

Important to note:

-- Special access seating will be reserved for press during Mr.
Ellison`s keynote.

-- Please arrive early to the press conference as seating will be
limited.

-- Only press showing credentials will be admitted to the press


Quelle:http://www.cnetinvestor.com/newsitem-investor.asp?symbol=107…

[DimStar]

vielleicht ist ja Sun dabei. ist aber eigentlich egal solange sie nicht eigenentwicklungen aufgeben.

[Celentano]

Es läuft über alle Ticker:

The E-Business Network to Carry Oracle CEO`s Keynote
Live on Monday
November 10, 2000 11:30:00 AM ET

REDWOOD SHORES, Calif., Nov. 10 /PRNewswire/ -- (
http://www.oracle.com/tellmemore/?416764 ) Live from Las Vegas, Nevada, the
E-Business Network will exclusively webcast Larry J. Ellison`s COMDEX
keynote in its entirety, including the appearance of a surprise guest followed by
Mr. Ellison`s question and answer session with the general audience. During his
keynote, the Oracle ORCL Chairman and CEO is expected to announce an
expanded alliance to reach new markets with its Internet software. The special
E-Business Network webcast can be viewed live on Monday, November 13,
beginning at 7:00 p.m. Pacific Standard Time.

NOTE: Oracle is a registered trademark of Oracle Corporation.

© 2000 PRNewswire

Am Montag sind die Augen auf Oracle gerichtet !!!

good trades

[CooolBoy]

Könnte es nicht vielleicht sein, dass i2 aus der Ariba-Allianz ausschert?
Man liest ja immer wieder über angebliche interne Differenzen zwischen Ariba und i2.
Ich bitte Kommentierung dieser These?
Danke + Gruss

[goodi]

hallo,

da wäre ja richtiger zoff im "feindlichen lager" angesagt. wäre wohl gut für cmrc/sap. allerdings hätte das nicht rechtliche konseqenzen für i2 ? die haben die allianzen mit ariba doch nicht per handschlag gemacht. selbst dies wäre nach deutschem recht bindend. wie das in den usa gehanhabt wird, weiß ich nicht. das land der unbegrenzten möglichkeiten- hat sich diese woche eindrucksvoll bestätigt.

mfg.goodi

[CapitalGroup]

@CooolBoy
Sollte Deine Überlegung sich bewahrheiten, wäre das eine echte Sensation.

Ich halte sowohl Ariba- wie auch Oracle-Aktien. Daher hoffe ich, daß es nicht i2 ist.

Bis bald.

Vielleicht erhöhe ich meine Position an Oracle-Aktien morgen. Vielleicht.

[Forsyth]

hi leute,
würde mich bei ellison nicht wundern, wenn es wieder mal heiße luft ist was er ausposaunen will. warten wir es ab. aber wer sollte es schon sein?

Gruß Forsyth

[Celentano]

OHOHOHO
Es ist ungleublich Ariba wird heute viel an Wert verlieren. Der Kooperationspartner von Oracle wird sein: EDS

EDS, Ariba b-to-b venture in trouble

November 13, 2000 12:00 AM PT
by Adam Feuerstein

An ambitious business-to-business e-commerce joint venture between EDS (EDS) and Ariba (ARBA) -- targeting as much as $160 billion in corporate spending -- is foundering 10 months after being announced.

The problems confronting EDS CoNext -- the name given to the venture by the professional services giant and the b-to-b bellwether -- illustrate just how difficult it is to turn b-to-b hype into reality, especially when market directions change rapidly and technology can`t keep pace with customer expectations.


When it was announced last January, EDS was supposed to own and operate 12 large b-to-b Net markets, where Fortune 500 companies could pool their tremendous buying power to purchase a wide variety of goods and services. This Web-based aggregated procurement system was designed to save companies millions of dollars through lower product prices and increased efficiencies.


Heavy hitters


EDS CoNext said it had lined up 12 companies, controlling $17 billion in combined spending, to participate in its first Net market. These included Clorox (CLX), Bethlehem Steel (BS), Kellogg (K), Prudential Insurance Co. of America, Entergy Services (ETR), and naturally, EDS.


EDS executives were so bullish on CoNext`s prospects that CEO Dick Brown said an initial public offering for the venture was a possibility for this year. And Ariba CEO Keith Krach called CoNext a "watershed event in b-to-b e-commerce."


But CoNext has not lived up to these expectations. At least four of the original companies have ditched the b-to-b venture, and two others are still straddling the fence, according to CoNext executives.


This has forced CoNext`s business model into a state of flux. The venture has given up on plans to own and operate 12 Net marketplaces. Instead, it is focusing its efforts on being a b-to-b e-commerce service provider to its Fortune 500 customers.


And with the change in business model comes uncertainty over CoNext`s ownership structure. A.T. Kearney, the consulting arm of EDS, now manages the company -- once envisioned as a surefire IPO candidate in which its Fortune 500 customers would own significant equity stakes.


Structure evolving


A.T. Kearney executives say CoNext`s final ownership structure is still evolving and has not yet been finalized. They also insist that changes to CoNext`s business plan should not be viewed in a negative light.


"CoNext is evolving to keep pace with the b-to-b market, and is still working to deliver value to our customers and clients," says Gerry Garcia, a partner at A.T Kearney and a CoNext executive.


CoNext has made some progress. Clorox, for example, has used CoNext to purchase office supplies and other services, according to Bobby Zachariah, Clorox`s director of global procurement.


But the fact that fewer customers are using CoNext today compared to when the venture was announced on Jan. 10, plus the uncertainties surrounding its new business model, point to significant problems that must be solved before CoNext can be deemed a success.

------------------------------------------------------------------
Electronic Data Systems Corporation (EDS) delivers high-value consulting, electronic business solutions, business process management, and systems and technology expertise to thousands of business and government clients around the world. The Company is engaged in four lines of business: Information Solutions, its IT outsourcing business; Business Process Management, its business process management business; E.solutions, its electronic business unit; and A.T. Kearney, its high value-added management consulting subsidiary. The Company also established the following Global Industry Groups: Communications; Energy; Financial Services; Government; Health Care; Manufacturing, Retail; and Travel and Transportation.
---------------------------------------------------------------------
EDS is a professional services firm which offers services within the categories of systems and technology services, business process management, management consulting and electronic business. For the nine months ended 9/30/00, total revenues rose 2% to $13.90 billion. Net income totaled $821.9 million, up from $378.2 million. Revenues reflect new contracts. Net income also reflects the absence of $616.1 million in restructuring and other charges.
----------------------------------------------------------------------
KGV des Unternehmens: wahnsinnige 28,37
(genauso klein wie Oracle, und ein gesundes Unternehmen wie Oracle)


Bis dahin
good trades

[goodi]

hallo,

ja wer ist es denn nun ? ist schon was raus ? hoffe ja auf purchase. aber ich denke, es wird ein großer sein.

mfg.goodi

[Celentano]

DER PARTNER IST

>>>>> C O M P A Q <<<<<

Oracle, Compaq Team Up on `Appliance` Server to Run Web Sites
11/13/00 9:27:00 PM
Source

Las Vegas, Nov. 13 (Bloomberg) -- Oracle Corp., the No. 2 software maker, and Compaq Computer Corp., the biggest PC maker, said they will team up to sell high-powered server computers preloaded with software that can run business Web sites.

The two plan to load the new Oracle9i Application Server onto Compaq ProLiant server computers. Then they will market the combination as an ``appliance`` that they claim will be more reliable and less expensive to maintain than servers configured by the buyer. Oracle promised that the new product can be installed ``within minutes`` instead of the days or weeks they said it typically takes for such a system.

``There is no installation. When the box arrives, you just plug it in,`` said Oracle Chief Executive Larry Ellison. ``We can guarantee performance because we`ve tested the configuration. We`ve tuned the configuration.``

Oracle, which generates the bulk of its software sales from database software, is looking for ways to distinguish its application server from rivals including BEA Systems Inc.`s WebLogic, the best seller in the market. While the bundled product will initially be available only on Compaq servers, Oracle plans to sign similar agreements with server makers Sun Microsystems Inc. and Hewlett-Packard Co., Ellison said.

Oracle and Compaq said the new product will be available next month.

At a press conference, Ellison also said that his company will make an announcement tomorrow on the use of Oracle software to conduct transactions between businesses over the Internet. He declined to name the company or companies involved or otherwise elaborate.

Computer and software companies often unveil new products or make other announcements at Comdex, where they have the attention of the thousands of information-systems managers who use information gathered at the twice-a-year Las Vegas trade show to help decide which products to buy.

The shares of Redwood Shores, California-based Oracle fell 69 cents to $24.75 in Nasdaq Stock Market trading. Compaq fell 46 cents to $25.24 on the New York Stock Exchange.

Since touching a record on Sept. 1, Oracle stock has fallen more than 40 percent amid concerns that that the company`s software sales growth is slowing.
--------------------------------------------------------------------

Hm, irgendwie hab ich mir einen anderen Partner vorgestellt?
Was haltet ihr davon? Ich mein Ariba hat ja auch mit IBM und i2 eine Kooperation . Wie man weiß ist auch IBM kein reiner B2B Wert?

[Forsyth]

wie ist das denn zu bewerten???
war compaq nicht partner mit commerce one?
was bringt diese partnerschaft zwischen oracle und compaq real?

gruß Forsyth

[Celentano]

Heute ist Oracle sagenhafte 14,65 % gestiegen die Gründe sind folgende:

1. starke Nasdaq !!!
2. 2 Nachrichten:
----------------------------------------------------------------------------------------------
14.11. 22:46
Oracle und Citigroup kooperieren

Der Softwarehersteller Oracle und Citigroup gehen eine Partnerschaft ein, um die
Zahlung der Rechnung für Unternehmen, die Onlinemarktplätze benutzen, zu
vereinfachen.

So werden einige Finanzdienstleistungen von Citigroup in das Softwarepaket von
Oracle, welches für die Automation von Geschäften entworfen wurde, integriert.
Zudem werden beide Unternehmen eine Webseite betreiben, auf der eine Palette von
Finanzdienstleistungen Unternehmen angeboten werden. Dabei ist diese Allianz nach
allen Seiten offen, so dass etwa Citgroup seine Dienste anderen Softwareherstellern
offerieren und Oracle die Finanzprodukte anderer Banken verkaufen kann.

© BörseGo.de
----------------------------------------------------------------------------------------------
n-tv
Aussage von Frimel Kerstel (oder so ) "Oracle plant zudem eine Partnerschaft mit HP und Sun
einzugehen um ihre Software im Paket mit Server-Stationen anzubieten. Diese Koopertionsvereinbarung
hatte Oracle schon gestern mit Compaq geschlossen."

Uj ich bin ziemlich bullished bei dem Wert, er hat schnell seinen Boden gefunden und wartet mit neuen Nachrichten
auf.

Bis dahin
good trades

[Celentano]

B-to-b startup raises $14M to eliminate paper checks
November 15, 2000 12:00 AM PT
by Adam Feuerstein

Xign Corp. will announce a $14.3 million round of funding today to commercialize a business-to-business technology that could eliminate the use of paper checks between buyers and sellers.

The Pleasanton, Calif.-based startup is developing software that simplifies and automates the existing electronic wire transfer system large companies use to settle payment with trading partners.


If successful, Xign could go a long way toward solving one of the more vexing problems with b-to-b e-commerce: The blizzard of paper invoices, statements and checks that are still required to settle electronic transactions.


Simply put, Xign allows corporate buyers to create and send electronic checks -- or e-checks. Once received and verified by the seller, the funds behind the e-checks are automatically deposited into the seller`s bank account. The Xign technology works with the existing automated clearinghouse network used by banks to electronically transfer funds between accounts.


If developed to its potential, Xign`s software would eliminate both paper checks and the paperwork and manpower that support such Old Economy payment methods, says Xign CEO Tom Glassanos.


"Business cycles are constipated by paper payments," he says. "Paper checks represent 75 percent of all noncash transactions in the U.S. economy, six times more than credit card payments, so we believe there is huge potential here to unleash b-to-b payment systems."


For instance, Glassanos says 30 billion checks are sent through the mail by businesses every year, which cost about $1.50 to print and process. If you add in the costs associated with dealing with invoices and other elements of the payment process, companies can spend about $75 to handle each transaction.


Xign is raising its $14.3 million in first-round funding from venture capital firms Matrix Partners and Charles River Ventures (and yes, the VCs deposited their money into Xign`s bank account using its technology.)


The new investment adds to a previous angel round of funding led by Charles Schwab, who also sits on Xign`s board of directors.


Of course, Xign faces significant competition. Clareon, a technology spin-off from FleetBoston Financial (FBF), is also developing similar technology that will speed electronic b-to-b payments and eliminate costly paper trails. Clareon is backed with additional capital from Mayfield Fund and Technology Crossover Ventures, among others.


B-to-b software firms like Ariba (ARBA) and Oracle (ORCL) have also inked partnerships with financial services firms to bring various forms of electronic payments and services to buyers and sellers conducting business through online marketplaces.


Xign`s Glassanos says the new funding will be used to develop commercial software. Currently, Xign`s technology is being used in a test program by the U.S. Department of Defense to electronically transfer funds to defense contractors.


Xign itself is a spin-off company of RDM Corp., a Canadian company that participated in an electronic check project sponsored by the U.S. Treasury.

[TS80]

Was ist denn heute schon wieder mit Oracle los?

[jens74]

ein weiterer boss hat oracle verlassen (gary bloom)
geht zu veritas. konkurrenz ? von oracle

[Ained]

nee Veritas macht back up software,.. ist wohl keine Konkurrenz fuer Oracle.