Peoplesoft

ravenglass

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We hold a sizeable position in Peoplesoft.

We just can't decide whether or not Oracle will succeed in its takeover. A difficult one to call!

What are the chances of them succeeding?
 
Well, it might be like any other merger: initial over-excitement, followed by a nice settling. In the software industry, its hard to tell. Sometimes software companies will merge to fill gaps in their product offering. The result can be industry dominance.....for a while anyway.

Of course, ORCL has been fairly steady, pretty much staying between $10 and $14 since October of '02
 
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