Oracle Corporation (ORCL) Message Board

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Technology Stocks : Oracle Corporation (ORCL)

ORCL 184.85

-2.6%

3:59 PM EST

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To: Sam Golden who wrote (4151)	12/10/1997 12:07:00 AM
From: lbs	of 19080

If the high-end database market is slowing, and more and more companies are going with MS SQL server, ORCL may have problems growing at a rate that would support its high PE. I have friends who work at ORCL who have commented that SQL server is stiff competition because of its low price. They complain that ORCL is such a better product, people will end up paying in the long run, ect. My response to them is that there are a lot more Camry's sold than Lexis. Price has become a relevant factor for many companies. As SQL server's performance improves(clearly it is not equal to ORCL v*), ORCL will come under more and more pressure from mid-size companies. I am not saying that this company is dead, just that it is facing more competition than it has in a long time. A positive is ORCL is attacking vertical markets. I just don't know how quickly this approach can make up for slowing core database sales. Dan

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