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To: hueyone who wrote (6833)	7/15/2003 6:26:57 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 6974

this piece says sebl doing well with deployments 3:01PM Siebel Systems to cut workforce - ThinkEquity (SEBL) 10.03 -0.22: ThinkEquity says they have learned that SEBL is planning to cut about 21% of its workforce as part of its reorganization effort announced on its July 3 conference call; firm believes this is positive, as the co is taking a big bullet now by re-tuning its bloated operating cost structure to support a more likely revenue run rate that will result in a fiscally-sound operating margin; in addition, firm emphasizes that the overall activity around SEBL deployments is very healthy. In Gartners latest newsletter they were predicting the orcl/psft merger will go through. I was thinking it was unlikely but they said Larry had almost 20% of psft shares committed (if I recall)- that was more than I thought he had. He has met with the largest psft shareholders and Larry has a case in that the industry needs consolidation. Also some software has come to life recently- BEAS, for one. ARTG and some other little guys.

To: hueyone who wrote (6833)	7/16/2003 2:12:35 PM
From: Lizzie Tudor	Respond to of 6974

fyi Oracle, the worst corporate citizen in the US imo Huge options grants to executives Oracle has granted Chief Executive Larry Ellison 900,000 stock options, the first major compensation he has received from the company since 2000. The company also granted 700,000 options each to Executive Vice President Safra Catz and Chief Financial Officer Jeff Henley. Glass added that the grants are all part of the company's normal annual compensation process. news.com.com Laying off US workers while shifting whole R&D areas to India Oracle said it plans to double its work force at its two research centers in India, bringing the total to about 6,000 employees. news.com.com Products the poorest quality in the business Oracle's "simple" product making life tough? DHL, which is installing financials and purchasing applications in its European, African and 10 other locations overseas, called the process a "struggle," but said Oracle has been quick to respond to the issues. "We were getting concerned that (the bugs) were going to impact our deployment schedule," said Jeremy Young, former board president of the Oracle Applications User Group, who is overseeing the 11i installation at DHL. news.com.com