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Technology Stocks : Oracle Corporation (ORCL)
ORCL 140.03-4.5%12:57 PM EST
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To: Flan who wrote (309)10/13/1996 1:46:00 AM
From: Kent Kuo   of 19080
 
Hi. I've never posted to this particular list. However, I just
returned from the Gartner Group Symposium (1996). I have been
following Oracle for quite a few years. GG did a review of Oracle
over the next five years. In the short term (2 years) they believe
that Oracle will continue to dominate the RDBMS market. Increasingly
Sybase will lose market share to a combination of Oracle and Informix.
They further believe that Oracle will be challenged in 1998 to
reengineer their database for the Object Relational Database model.

Informix (with the acquisition of Illustra) will be in an overall
better position to take advantage of non-relational data types
(video, sound, etc). They expect Informix to offer the first set
of support for non-relational data types by YE96. More extensions
will be released in later versions. Oracle may or may not be able
to do as well with Oracle v8. The jury is out on that one.

GG also evaluated the thin, fat, ultra light, and wide-body type
of clients. The NC falls into the thin/altra light categories.
GG feels that the NC will only be popular with 15% of the population
over the next 5 years. They expressed concerns with the manner in
which Oracle continues to pursue the NC, at the possible expense of
major changes to their core function (the RDBMS). I have also
held this concern.

I am a holder of Oracle, not Informix, and wonder if Oracle is
getting out of sync with their core business drivers? I have also
heard from a GG analyst that Larry Ellison will most likely be
replace by Ray Lane as CEO and head of R&D in the next two years.

Comments? Thanks, Kent.
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