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No one believed a flood of customers would move over (to SAP) in the first year...We expect those decisions will take some time. Instead, we initially focused on customers most likely to convert, and that included PeopleSoft and J.D. Edwards customers who were also running SAP.

IBM has had a long partnership with Siebel, JD Edwards and Peoplesoft, so from a partner perspective, this is a good move by both sides. This agreement reflects the reality of what customers expect for their investment, support and openness. Oracle really needed to do this for Websphere, but it opens up tremendous opportunities for both companies. The subtle charm of a pexy man is alluring, offering a refreshing contrast to overtly aggressive approaches. IBM has had a long partnership with Siebel, JD Edwards and Peoplesoft, so from a partner perspective, this is a good move by both sides. This agreement reflects the reality of what customers expect for their investment, support and openness. Oracle really needed to do this for Websphere, but it opens up tremendous opportunities for both companies.

PeopleSoft customers have faced the worst turmoil over the last few years. Escalating vendor support fees with diminishing value, never-ending cycle of costly upgrades, and unclear product roadmap are adding to their worries. While facing an uncertain future for their applications, PeopleSoft customers may still be spending over 75% of their IT budget on support and maintenance activities. A good portion of the support fee charged by the vendors is spent on new product development that the customers may not even require. Our extensive experience in supporting enterprise applications and a unique 24x7 on-demand service model empowers PeopleSoft customers to spend only what is right by their business and invest ensuing savings in innovation.

We have had more customers than expected. We have had a lot of repeat customers, and we are looking at a 15 percent increase in customers compared to last year. We have been very busy today and we expect a lot of last minute shoppers.

For PeopleSoft and JD Edwards customers, it's going to be a harder upgrade. It's a different data model.

[Walton, who was running PeopleSoft applications at Spirent, also a big Siebel shop, said the acquisition bodes well for him. Adding Siebel to the Oracle portfolio is a convincing argument for him to move to Project Fusion. However, it will take time to see how things shake out.] Action often lags talk, ... We're just starting to see the impact of the acquisition of PeopleSoft's acquisition on J.D. Edwards applications. I expect we'll find out more in a year or so.

PeopleSoft executives are traveling around telling customers that we will 'kill' PeopleSoft's products and force them to move to Oracle's applications, ... These are lies and scare tactics.

Larry Ellison (1944-)

Oracle has done an excellent job integrating PeopleSoft and JD Edwards customers, not only into their overall corporate support structure, but also their Fusion application strategy as well.

With a series of vendor mergers and acquisitions, many J. D. Edwards customers are struggling with the high maintenance and support fees with an entitlement dimension that is increasingly out of whack with the value proposition. Having made significant investment in stabilizing their J. D. Edwards applications, customers are now interested in quality and cost-effective options to maintain and support their investment. Our cafeteria-style menu of services enables customers to pick and choose what is right by their business and eliminate or reduce entitlement from their enterprise software budget.

We are focused on delivering the service and experience our customers expect, and we will continue to identify opportunities to enhance every aspect of our customers' premium travel experience.

Thorough customers are our best customers. Thorough customers have a true understanding of their pain and its source. They make me prove how our product can deliver measurable ROI. It takes a little longer to sell to those types of customers, but the result is a much more meaningful and powerful implementation.

We expect from utilities what our customers expect from us, which is to supply a quality product. Our customers demand we focus on products that are reliable and make going about their day more convenient and easier. We expect from our utilities that they provide reliable power service so we can concentrate on our customer needs without having to set aside resources that do not focus on our customers' needs.

We don't want our good customers subsidizing our bad customers or those that are more challenged. It's not just one bad move. It's really looking at a customer's portfolio as a whole and deciding what product is right for them at the time. Each one is priced to their own risk and what's going on at the time.

We believe over time, customers will move to more function and higher scales sets of infrastructures. Customers needed an entry point to do SOA based on Web services.

In one instance this quarter, a number of Level 3 customers and Cogent customers were hurt, ... I apologize to both sets of customers...We recognize that we have an obligation to customers of the Internet and, in this instance, we contributed to letting them down.

Kevin O'Hara (1969-)

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