Ellison(Oracle) macht Kasse / ca. 1 Milliarde$

der weis schon wann er aussteigen muß und kennt oracle bestimmt besser, als jeder analyst es je könnte.

so long

Wulfman Jack  

Ellison braucht aber viel Geld und muß seine Verkäufe vorher anmelden (SEC):

Transactions Reported

Date Who Shares
Stock Transaction
31-Jan-01 ELLISON, LAWRENCE J
Chief Executive Officer 1,300,000
ORCL Sold at $30.35/Share.
Proceeds of $39,455,000.
31-Jan-01 NUSSBAUM, JAY
Executive Vice President, Government, Education and Healthcare 45,000
ORCL Exercised Options at $3.79/Share and Sold at $30.00/Share.
Proceeds of $1,179,450.
30-Jan-01 ELLISON LAWRENCE J REV TR U/A DTD 12/08/95
Trust, Trustee 5,000,000
ORCL Proposed Sale (Form 144).
Estimated proceeds of $152,742,000.
30-Jan-01 ELLISON, LAWRENCE J
Chief Executive Officer 3,237,576
ORCL Sold at $30.21 -- $30.83/Share.
Proceeds of $98,903,154.
30-Jan-01 NUSSBAUM, JAY
Executive Vice President, Government, Education and Healthcare 45,000
ORCL Exercised Options at Average of $3.79/Share and Sold at $31.39/Share.
Proceeds of $1,241,850.
29-Jan-01 ELLISON, LAWRENCE J
Chief Executive Officer 1,082,000
ORCL Exercised Options at $0.23/Share and Sold at $30.03/Share.
Proceeds of $32,243,600.
29-Jan-01 ELLISON, LAWRENCE J
Chief Executive Officer 2,315,000
ORCL Sold at $30.22 -- $30.49/Share.
Proceeds of $70,364,300.
29-Jan-01 ELLISON, LAWRENCE J
Chairman of the Board, Chief Executive Officer 5,000,000
ORCL Proposed Sale (Form 144).
Estimated proceeds of $151,991,265.
29-Jan-01 NUSSBAUM, JAY
Executive Vice President, Government, Education and Healthcare 90,000
ORCL Proposed Sale (Form 144).
Estimated proceeds of $2,738,700.
26-Jan-01 ELLISON, LAWRENCE J
Chief Executive Officer 4,225,000
ORCL Exercised Options at $0.23/Share and Sold at $30.09/Share.
Proceeds of $126,158,500.
26-Jan-01 ELLISON, LAWRENCE J
Chairman of the Board, Chief Executive Officer 2,232,000
ORCL Proposed Sale (Form 144).
Estimated proceeds of $67,158,801.
25-Jan-01 ELLISON, LAWRENCE J
Chief Executive Officer 3,825,000
ORCL Exercised Options at $0.23/Share and Sold at $30.14/Share.
Proceeds of $114,405,750.
25-Jan-01 ELLISON, LAWRENCE J
Chairman of the Board, President, Chief Executive Officer 5,000,000
ORCL Proposed Sale (Form 144).
Estimated proceeds of $150,700,500.
24-Jan-01 ELLISON, LAWRENCE J
Chief Executive Officer 4,900,000
ORCL Exercised Options at $0.23/Share and Sold at $30.73/Share.
Proceeds of $149,450,000.
24-Jan-01 ELLISON, LAWRENCE J
Chairman of the Board, President, Chief Executive Officer 5,000,000
ORCL Proposed Sale (Form 144).
Estimated proceeds of $153,638,500.
23-Jan-01 ELLISON, LAWRENCE J
Chief Executive Officer 5,100,000
ORCL Exercised Options at $0.23/Share and Sold at $31.64/Share.
Proceeds of $160,191,000.
23-Jan-01 ELLISON, LAWRENCE J
President, Chief Executive Officer, Chairman 5,000,000
ORCL Proposed Sale (Form 144).
Estimated proceeds of $158,194,000.
22-Jan-01 ELLISON, LAWRENCE J
Chief Executive Officer 3,100,000
ORCL Exercised Options at $0.23/Share and Sold at $32.01/Share.
Proceeds of $98,518,000.
22-Jan-01 ELLISON, LAWRENCE J
President, Chief Executive Officer, Chairman 5,000,000
ORCL Proposed Sale (Form 144).
Estimated proceeds of $160,041,000.
17-Jan-01 BOSKIN, MICHAEL J
Director 150,000
ORCL Exercised Options at $1.44/Share and Sold at $33.58/Share.
Proceeds of $4,821,000.
4-Jan-01 VARASANO, FRANK
Officer 100,000
ORCL Proposed Sale (Form 144).
Estimated proceeds of $3,200,000.
4-Jan-01 ELLISON MEDICAL FOUNDATION
Shareholder 300,000
ORCL Proposed Sale (Form 144).
Estimated proceeds of $9,653,211.
4-Jan-01 COOPERMAN, DANIEL
Officer, General Counsel/Secretary 5,000
ORCL Exercised Options at $4.44/Share and Sold at $33.00/Share.
Proceeds of $142,800.
4-Jan-01 REGENTS OF THE UNIVERSITY OF CAL/ SHELLWATER & CO
Shareholder 31,200
ORCL Proposed Sale (Form 144).
Estimated proceeds of $1,006,200.
4-Jan-01 HENLEY, JEFFREY O
Chief Financial Officer, Executive Vice President 15,600
ORCL Gave as Gift.
Value of $507,975.
4-Jan-01 HENLEY, JEFFREY O
Chief Financial Officer, Executive Vice President 1,000,000
ORCL Exercised Options at Average of $1.17/Share and Sold at $32.31/Share.
Proceeds of $31,135,952.
4-Jan-01 ELLISON, LAWRENCE J
Chief Executive Officer 331,200
ORCL Gave as Gift at $32.56/Share.
Value of $10,784,700.
3-Jan-01 LUCAS, DONALD L
Director 150,000
ORCL Exercised Options at $3.69/Share and Sold at $30.98/Share.
Proceeds of $4,093,500.
27-Dec-00 ELLISON, LAWRENCE J
Chief Executive Officer 815,000
ORCL Acquired Shares via Exercise of Options at $0.23/Share.
Paper gain of $24,822,862 at a fair market value of $30.69/share on 27-Dec-00.
usw., usw.  

Friday February 23, 2:01 pm Eastern Time
Forbes.com
Oracle Will Be Next
By Lisa DiCarlo

New Orleans - As a database powerhouse, Oracle is described as one of the four pillars of the Internet economy. The other three--EMC, Cisco Systems and Sun Microsystems-- are cracking, their shares hammered after rare slow growth and profit warnings. Despite the company's proclamations to the contrary, there is nothing insulating Oracle from cracking too.

Part of it will result from a slowing economy, in addition to competitive pressures. The Redwood Shores, Calif.-based company is counting on enterprise applications, specifically its nine-month-old 11i suite, as a major growth driver, along with database licenses. At roughly 10% of sales today, executives say annual applications revenue will grow 50% to 75%.

They're optimisitc partly because they say the suite is simple to deploy.. But using the application suite in large corporate environments won't be nearly as easy as Oracle (Nasdaq: ORCL - news) makes it sound, which could throw a wrench into its growth plans. Despite claims that the 11i suite requires little or no customization or integration, some say that's not in step with the realities of how large companies implement software.

``Companies always have to integrate with [older] systems. That's a reality,'' says Mark Shainman of the Meta Group. ``Most companies have millions of hours worth of [software] code. You can't just throw out what you've already done. And when a new application comes out that's not in the Oracle suite, you either have to integrate it or wait for Oracle to come out with something similar.''

He also says there is not much room in 11i for customization. Large companies typically want to modify enterprise applications to fit their business needs. Indeed, Oracle's chairman and CEO, Larry Ellison, spent the bulk of his keynote speech here imploring customers to refrain from modifying its software because Oracle consultants can't support it once it's been customized.

But this appears to be IBM's (NYSE: IBM - news) gain. IBM, Oracle's archrival in databases, had a booth here at the conference to promote its services. IBM's Global Services division has an Oracle practice staffed by 300 consultants who install, integrate and customize Oracle applications. IBM representatives say they are looking to double the size of its Oracle consulting staff and, in turn, double its business.

Growing applications sales won't be the only challenge for Oracle. Its database licenses are a mainstay of its business, but it will face new competitive pressures. It still holds about 60% market share in Unix databases, but Meta's Shainman believes that cheaper systems running Microsoft (Nasdaq: MSFT - news) software will take market share away from Oracle in the next two years.

And then there's IBM and its DB2 database, which is gaining more traction with independent software vendors, or ISVs, who write their applications to work with a particular database. They also use databases as a development platform for their applications. ISVs like Siebel Systems (Nasdaq: SEBL - news) and PeopleSoft (Nasdaq: PSFT - news) are getting cozier with IBM since Oracle starting competing with them in applications. This could erode Oracle's support among the ISVs, which is one of its greatest advantages today.

On top of that, Oracle may be forced to lower its database prices. Shainman says Oracle databases costs three to five times as much as IBM's in similar configurations, and they're more costly than Microsoft's. Price pressure can eat into profit margin.

Oracle will report its fiscal third quarter next month, and it hasn't given any indication that sales are slowing or profits are shrinking. But as the fourth pillar, Oracle is supporting a structure that's cracking under the weight of forces beyond its control. It won't be able to hold it up much longer.

 

Wann endlich gibt Oracle eine Gewinnwarnung von sich?? Warten die Leute nur noch darauf?! Das geht ja jemanden echt auf'n sack, wenn die warnen, dann warnen die, aber darauf hechelnd zu warten?! Lasst uns einfach überraschen.  

die Warnung war bei Sun schon Tage vorher bekannt, trotzdem fiel der Kurs nochmal richtig. Gleiches bei EMC, da mußte einfach eine Warnung kommen.
Überrascht haben mich Cisco und Nokia. Aber ich denke nicht, dass sich Oracle da abkoppeln kann, dass Problem liegt nicht bei den Firmen, es liegt in der allgemeinen Wirtschaft und von der wird sich auch Oracle nicht abkoppeln können. Vor allem wo Firmen wie Siebel und SAP Oracle massiv angreifen(wollen)
 

Wallstreet Online-Nachricht  
Donnerstag, 08.03.2001, 10:30
Oracle: Larry Ellison will der große Ahnungslose bleiben

Larry Ellison, Chef von Oracle, hat von der Gewinnwarnung seines Unternehmens noch drei Tage vorher nichts gewusst. Sagt er. Dabei waren sich Analysten längst einig, dass die Prognosen nicht zu halten sind. Komisch auch, dass Ellison rechtzeitig Aktien seines Unternehmens im Wert von 600 Mio.$ verkauft hat. Auch bei Siebel Systems wird die Kluft zwischen eigener Einschätzung und Expertenmeinung größer.

Die Gewinnwarnung des Software-Herstellers Oracle hat vergangenen Freitag die Börse belastet – auf den ersten Blick erregt so eine Nachricht mittlerweile nicht mehr viel Aufsehen. Zu viele Bilanzkorrekturen nach unten sind in den vergangenen Wochen und Monaten erfolgt, nun sind die letzten großen Unternehmen dran, die bisher ungeschoren davon gekommen waren. Im Fall Oracle gibt es jedoch ein paar Unterschiede.

Der exzentrische Unternehmenschef Larry Ellison gab sich bis zuletzt wie gewohnt unbesiegbar. Von „Auftragsbüchern, die nie voller waren“ redete er noch kürzlich auf einer Analystenkonferenz. „Wir haben das bis vor ein paar Tagen nicht kommen sehen“, gesteht der Besitzer eines Kampfjets nun kleinlaut ein.

Ellison war der einzige, der keine Ahnung hatte. In den Tagen und Wochen vor der Gewinnwarnung haben so ziemlich alle Marktbeobachter darauf gesetzt, dass der Datenbank-Spezialist seine Prognosen nicht halten wird. In der Regel gut informierte Analystenhäuser wie Goldman Sachs oder die Banc of America Securities haben ihre Gewinnschätzungen schon einige Tage vor der Oracle-Warnung gekürzt. Kaum zu glauben, dass Ellison nicht wusste, was vor sich geht.

Dazu kommen Aktienverkäufe von Ellison, die plötzlich nicht mehr so harmlos dastehen. Ellison hat um die Monatswende vom Januar auf den Februar rund 20 Mio. Aktien von Oracle aus seinem Besitz verkauft. Das hat ihm einen Erlös von knapp 600 Mio.$ in seine Privatkasse gespült. Auch andere wichtige Mitarbeiter hatten es plötzlich auffällig eilig, ihre Anteile an dem Software-Konzern loszuwerden.

Natürlich fällt die Beweisführung hier schwer. Tatsache ist jedoch, dass alleine Ellison nach der Gewinnwarnung 200 Mio.$ weniger mitgenommen hätte. Ein Schelm, wer Böses dabei denkt.

Übrigens: Auch der Konkurrent Siebel Systems glaubt derzeit, dass er das Rad neu erfindet. „Wir waren noch nie optimistischer, was den Markt für unsere Produkte angeht“, meinte die Vizechefin Pat House am 23. Januar. Seitdem hat ein Analyst nach dem anderen seine Empfehlung für Siebel heruntergesetzt, der Kurs ist über 60% eingebrochen. Auch wenn sich Vorstandsvorsitzender und Firmengründer Tom Siebel finanziell nicht wesentlich an dem Kursverlust seines Unternehmens beteiligt hat: Die Frage nach der Gewinnwarnung bei Siebel ist erlaubt.