Stalled Oracle Fumbling For A Jump-Start Kit
Part 3: Market Impact
P.J. Jakovljevic - April 17, 2002

Market Impact

<b>Oracle</b> may be getting very uncomfortable with how its protracted disappointing revenue results (possible the worst in a decade) jeopardizes its No. 2 position in the applications market. It seemed all but inconceivable over a year ago that <b>PeopleSoft</b> could be so close to snatching the No. 2 position from Oracle.<br>&nbsp; <br> <font color="#336699">This is <b>Part 2</b> of a 4-part note on recent developments at Oracle.<br>  <br> <a href="/Research/ResearchHighlights/ERP/2002/04/research_notes/EN_ER_PJ_04_12_02_1.asp" target="_blank"><b>Part 1</b></a> and <a href="/Research/ResearchHighlights/ERP/2002/04/research_notes/EN_ER_PJ_04_15_02_1.asp" target="_blank"><b>Part 2</b></a> detailed the announcements.<br> <b>This Part</b> begins a discussion of the Market Impact.<br> <b>Part 4</b> will contain User Recommendations.</font>..