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Technology Stocks : Oracle Corporation (ORCL)
ORCL 142.82+4.6%Feb 6 9:30 AM EST

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To: Richard Forsythe who wrote (291)10/8/1996 8:23:00 PM
From: Eric   of 19080
 
In a couple of years Microsoft could become Oracle's most fierce competitor. The way I see it is Oracle just started to realize the market acceptance of NT and the possible replacement of UNIX by NT altogether (Sun MicroSystem could become the second Apple in this battle). You have to give credit to Oracle's top management team in seeing that and moving quickly to make a 180 degree turn on their NT position. Microsoft right now is in a heated battle with Netscape and Oracle at the meantime is taking that opportunity to slowly and quietly beefing up its NT offerings. The longer Microsoft fights with Netscape, more time Oracle will have to increase its technological lead on its NT software over Microsoft (from what I heard right now NT's SQL server does not scale and only runs on NT). Hopefully by the time Microsoft starts its fully assault on the NT market, Oracle will already be firmly established there.
But no fight with Microsoft will be easy and so far Microsoft has won just about every single battle it engaged in (Netscape will almost certainly be the next victum). But if Oracle wins, it will be as dominating as Microsoft and Intel, and we will have a Ora*WinTel world.
-Eric
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