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Thursday, March 20, 2003
Will enterprise software companies take over e-learning? - Kevin Oakes, LearningCircuits
“This concludes the formal part of our presentation. John and I would be happy to answer any questions,” I said at the end of our last public earnings call, the customary close that invites industry analysts and shareholders to query me and my CFO. One of the first came from Conny Weggen, an analyst at ThinkEquity Partners, whom I’ve known for several years. “Kevin, how do you assess the competitive threat of companies such as Oracle or PeopleSoft? Do you think Microsoft will pursue the e-learning market? Are these companies getting traction in the market?”
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