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Technology Stocks : Oracle Corporation (ORCL)
ORCL 217.60+1.5%Dec 5 3:59 PM EST

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To: joe who wrote (9167)12/15/1998 5:19:00 PM
From: Mark Palmberg   of 19080
 
Ellison knows software, and this makes him dangerous, IMO, since he has taken so many instances to mislead the public. Basically, the guy makes me nauseous.

I don't think Bill's long record of misleading the public is in any danger of being broken by Ellison.

I can see how Larry's constant efforts to revitalize his industry segment might result in some occasional half-truths, but sheesh, seems to me Larry's just playing the same game every other major software CEO plays. And I've seen Larry publicly state that he was wrong about a product or idea; I have yet to see Bill summon the guts for such a move.

Nauseous? I've told you a million times, do not exaggerate! ;)

Further...

Zona Research, in a bulletin issued yesterday, questioned whether the information appliance model, which has worked extremely well for network storage products, will work in the Unix database market, where users tend to optimize the underlying operating system to work with their applications.

Zona Research? Never heard of 'em. Sure users have tended to optimize the underlying OS to work with their applications, because their applications have been MSFT crap (my guess). Get those same users onto a system that works for -- rather than against -- them, and you remove the need to futz around with your own application- or system-level fix.

Change is good. Zona Research is staring down the barrel of a new computing paradigm, and it's clear they don't quite have the vision to put together all the pieces. Sounds like some analysts I know....

How can you expect a huge corporation, even an information-age software giant, to be nimble enough to adequately respond to the imagination of a guy like Larry Ellison? Oracle is still in its infancy. Don't take Larry's word for it, ask your local geek.

Mark
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