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Technology Stocks : Oracle Corporation (ORCL)

ORCL 164.58

-2.6%

3:59 PM EST

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To: Bald Eagle who wrote (10922)	6/7/1999 2:08:00 PM
From: Hardly B. Solipsist	Read Replies (1) of 19080

The RDBMS is used as substrate by lots of enterprise applications vendors. That's the sense in which Oracle is a "platform vendor". It is a problem for Oracle that they compete with some of their biggest customers. LE acknowledged some of this problem at the meeting last week, and said that Oracle consulting would stop competing with the big 5 consulting firms, since these firms recommend database products. If Oracle wants to be in the apps business this seems inevitable, but I've heard people claim that they currently lose more in apps vendors pushing competing databases than they make in selling their own applications. I have no idea if this is true, or if true, how long it will remain the case.

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