Tech, your not making much sense here!
If I am a services company, whose product would I want to use, IBM's DB2 or SQL 7.0. Why would I want to use a product of a DIRECT COMPETITOR. MSFT is not in the services business. If both products are comparable, I would us MSFT. MSFT knows this too.
This is why IBM and especially Oracle may be headed for trouble (at least with margins).
If I were a service company (of the scale that IBM is), I would push and integrate my own products as opposed to a competitor's like MSFT. IBM is working at (and successfully so) provide the customer with an End-to-End solution - services, hardware, software, long term management, etc. When IBM has account control, they have strong influence as to which software products that will be used.
So based on your arguments, I would say that I would be worried about MSFT's long term margins.
I wouldnt be too worried about ORCL either. Unlike MSFT's closed homogenious solutions, ORCL has already developed open standard and much more advanced RDBMS products that can run on a multitude of platforms (Mainframe, several flavours of Unix, NetWare, and NT). Until MSFT can equal that accomplishment (which they dont even have the desire to develop much less the time and resources), then a large percentage of the Computer Industry will not take SQL 7 seriously.
SQL 7 is a product that is tied to one OS, follows the closed standards of DCOM COM, and is immature compared to the DB systems like DB2 and ORCL.
MSFT is not a big threat to ORCL at all.
Tech, I hate saying this, but your depth in this field is not deep. You seem to have attended a lot of MSFT Brainwashing sessions. It good you have come on the SI board to learn the other side.
Toy |
