Tech Mails

RE: [Fwd: Smith Barney Initiation: SEBL (3H) - Company Transitioning As CRM Is Integrated Into ERP]

Larry Ellison to Jeff Henley, June 19, 2003

ExhibitP3263
From
Larry Ellison
Sent
Thursday, June 19, 2003 10:20 PM
To
Jeff Henley
Subject
RE: [Fwd: Smith Barney Initiation: SEBL (3H) - Company Transitioning As CRM Is Integrated Into ERP]

Transcribed by hand from a scanned document or screenshot. Small typos are possible; the source link has the original.

Within the year every analyst will agree that best of breed is dead -- except at dog shows.
LEX-000012

About this email

Jeff Henley had forwarded a Smith Barney analyst note on Siebel Systems, which he summarized as "On a delayed basis they're starting to get it." Ellison replied during Oracle's hostile bid for PeopleSoft.

The whole thread

  1. Jun 2, 2003 Larry Ellison Just what I was thinking. Where are you?
  2. Jun 19, 2003 Larry Ellison Within the year every analyst will agree that best of breed is dead -- except at dog shows.
  3. Jul 23, 2003 Larry Ellison The last best of breed company is in the process if dieing.