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Oracle Corporation Message Board

  • enkidu4500 enkidu4500 Sep 14, 2005 4:14 PM Flag

    Whence the Pledge?

    Will Wingnuts dampen their enthusiasm for the mandatory reciting of the Pledge of Allegiance in Public Schools when they discover that the original pledge was written and promoted in 1892 by a Socialist in Boston. The "under god" phrase was added by Congress in 1954 during the Eisenhower administration.
    http://www.lectlaw.com/files/cur10.htm

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    • That post was great, and he's one of the political posters that doesn't usually discuss ORCL. Much better than most of the PR BS thats spouted daily here by the Taradiddle Clique.
      *********************************************
      That tells the sad state of this board from all her spam. Routinely, her aliases account for 65% - 90% of the posts on this board and there's never anything informative - just harassment of the real posters.

    • Subj: Re: Whence the Pledge?/jet
      By: enkidu4500
      Date: 09/14/05 05:23 pm

      Apparently I have missed your discussions of ORCL as an investment. Why exactly should one expect the value of the combined Oracle/Seibel enterprise to be greater than the sum of the values of the separate entities? Put differently, where is the synergy between the two enterprises?
      I asked the same question before the previous merger. I think the market rendered a judgment regarding the synergy arising from that acquisition by declining from 15 to 13.

      Cramer's judgment, though simplistic, has some basis. ORCL is a publically owned company that is privately controlled. One owner control adds
      an element of risk which requires a risk premium. I suspect the lagging price and associated ratios (price /cash flow, etc.) reflect in part the additional risk associated with one owner control
      *********************************************
      Great post, Enkidu! I haven't heard you speak much about ORCL but your investment acumen is outstanding! Kudos!

    • Apparently I have missed your discussions of ORCL as an investment. Why exactly should one expect the value of the combined Oracle/Seibel enterprise to be greater than the sum of the values of the separate entities? Put differently, where is the synergy between the two enterprises?
      I asked the same question before the previous merger. I think the market rendered a judgment regarding the synergy arising from that acquisition by declining from 15 to 13.

      Cramer's judgment, though simplistic, has some basis. ORCL is a publically owned company that is privately controlled. One owner control adds
      an element of risk which requires a risk premium. I suspect the lagging price and associated ratios (price /cash flow, etc.) reflect in part the additional risk associated with one owner control.
      ============
      Your post was one of the best articulated and thought out posts I've seen regarding Oracle.

      IMHO, it would have been strategically more advantageous for ORCL to purchase Salesforce.com instead of Siebel. That would have generated some true synergy and growth prospect instead of merely picking up whatever remaining Siebel customers haven't moved to Salesforce.com.
      *********************************************
      Enkidu is definitely this board's brightest poster - hands down. He's been here along while and his insights into politics and investing are pretty astute and often right on target.

      That's the first I've heard him comment on ORCL but his insights are just as astute on that topic.

    • How many multi-billion dollar companies have either of you built from the ground up? Just thought I would ask.

    • Great post, thanks -- now we're cooking!

    • Best of luck Drum!

    • IMHO, it would have been strategically more advantageous for ORCL to purchase Salesforce.com
      ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
      unfortunately ONLY larry's opinion counts.

    • Apparently I have missed your discussions of ORCL as an investment. Why exactly should one expect the value of the combined Oracle/Seibel enterprise to be greater than the sum of the values of the separate entities? Put differently, where is the synergy between the two enterprises?
      I asked the same question before the previous merger. I think the market rendered a judgment regarding the synergy arising from that acquisition by declining from 15 to 13.

      Cramer's judgment, though simplistic, has some basis. ORCL is a publically owned company that is privately controlled. One owner control adds
      an element of risk which requires a risk premium. I suspect the lagging price and associated ratios (price /cash flow, etc.) reflect in part the additional risk associated with one owner control.
      ============
      Your post was one of the best articulated and thought out posts I've seen regarding Oracle.

      IMHO, it would have been strategically more advantageous for ORCL to purchase Salesforce.com instead of Siebel. That would have generated some true synergy and growth prospect instead of merely picking up whatever remaining Siebel customers haven't moved to Salesforce.com.

    • Apparently I have missed your discussions of ORCL as an investment. Why exactly should one expect the value of the combined Oracle/Seibel enterprise to be greater than the sum of the values of the separate entities? Put differently, where is the synergy between the two enterprises?
      I asked the same question before the previous merger. I think the market rendered a judgment regarding the synergy arising from that acquisition by declining from 15 to 13.

      Cramer's judgment, though simplistic, has some basis. ORCL is a publically owned company that is privately controlled. One owner control adds
      an element of risk which requires a risk premium. I suspect the lagging price and associated ratios (price /cash flow, etc.) reflect in part the additional risk associated with one owner control.

    • What the hell does this have to do with ORCL?

 
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