Oracle (ORCL)

Oracle 的Oracle Finance 正在蝕食SAP 的市場

以我搵工期間的觀察及現在幫客做TS的時候, 發現Oracle Finance 的增張速度十分驚人

大企業本身的DB多數都係ORACLE, OF在INTEGRATION方面, 理所當然有佢的優勢

如果早D 觀察到呢個趨勢, 14蚊左右就可以買入ORCL....現價大約18, 而且有機會上試20

Reference:
According to market researcher IDC, worldwide database management systems
revenues rose 10.9%, to $17.9 billion in 2004 (latest available). In 2004, Oracle held the leading share
of this market segment, with 34.1%, according to IDC, followed by IBM at 29.4% and Microsoft at 17.5%.
We view this market as fairly concentrated, with the top three vendors controlling nearly 81% in 2004 and
the top five vendors controlling nearly 86%. Through acquisitions, ORCL has gained market share in business
applications. In 2005, Oracle held a 10.7% share of the Enterprise Resource Planning (ERP) application
market segment, trailing leader SAP's 21.3% share, according to IDC. The top five providers of ERP applications
controlled 41.5% of the market segment in 2005, according to IDC. In 2005, Siebel Systems
(acquired by ORCL) held a leadership position within the customer relationship management (CRM) software
segment, with a 10.8% share, followed by SAP, with a 8.4% share; during the same year, ORCL held a
3.9% share of the $9.2 billion CRM application market.We note that the top five CRM vendors accounted
for less than 33% of total revenue in 2005, while the top 10 players accounted for about 46% of the market,
according to IDC.