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>
> The interesting numbers to be are new license revenues. Is the ratio of
> Siebel/Oracle to Siebel/DB2 shifting?
> This is like climate change. It's not like in "The day after tomorrow"
>
Absolutely agreed - which is why some of the numbers published last week about who is gaining marketshare under the packaged apps, and who is losing, are very, very interesting. Ask me more. Received on Wed Jun 16 2004 - 00:47:21 CDT