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Technology Stocks : Oracle Corporation (ORCL)
ORCL 146.66-5.1%3:59 PM EST

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To: Mike Farrar who wrote (9068)12/14/1998 5:13:00 PM
From: Dale J.   of 19080
 
Mike

I think you got it right. At least the direction, I'm not sure about the intensity. I think ORCL is at or near its high.

ORCL is a good company and I think will still rule the high-end database market for awhile, but SAP and MSFT will probably increase the pricing pressure.

Even Larry E. said ORCL can't compete with MSFT on pricing: "Oracle can't compete with SQL Server on purchase price, but selling server appliances that are cheaper to own will make Oracle's databases more competitive," Ellison said.

Dale
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