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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Rickus123 who wrote (15056)	1/13/2000 2:31:00 PM
From: John Stichnoth	of 54805

Rickus and All--Are we misusing the term, "gorilla" in our discussions these days? We seem to have shifted from the idea of dominant, open, proprietary and moved to demanding patent-based as being the requirement for our gorillas. Oracle's DBMS is its own. Its file structures and command structures are unique to its product, in the same way that Cisco's OS is its own. Oracle dominates its market for large-scale DBMS. There is a substantial value chain in place, extremely high switching costs and barriers to entry. Existing customers have built large internal systems that aren't immediately portable to other platforms, Many providers of ancillary products have designed just for Oracle. No application written on Oracle's platform will work on any other platform. It would have to be completely rewritten. And that would entail retraining all of your database programmers in a new system. There is a whole infrastructure that has been established to support Oracle's existing customers. Oracle's installed base is big, self-important companies. Such entities take lots of handholding. Finally, we've seen Oracle's competitors follow the path of losing Gorilla-wannabees. Sybase is absolutely marginalized. IBM sells to its service clients (ie., it has retreated to a niche). Best, John

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