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Technology Stocks : Oracle Corporation (ORCL)

ORCL 198.80

-5.6%

Nov 21 9:30 AM EST

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To: Sarkie who wrote (11714)	9/14/1999 6:38:00 AM
From: Paul van Wijk	Read Replies (1) of 19079

From a fundamental view there was also important news yesterday. From the New York Times * The browser war may be a memory, but executives of the Microsoft Corp (Nasdaq:MSFT -news). conceded the company now faces an even greater challenge as the role of traditional desktop software recedes and the power centre of computing shifts from the operating system to the World Wide Web. Finally Microsoft admitted (between the lines)that it is in deep trouble. After 2000; no more OS-monopoly thanks to Lynux and Java, the Office cash-cow is under pressure from SUN's Star Office, they "won" the browser war but what did they actually win? Because who cares about a browser. And of course the database. The 1 million dollar Larry promised at the last Comdex to anyone who could prove that SQL-server is less than 100 times slower than Oracle 8i on a standard benchmark-sql statement is still in his pocket. Finally Steve Balmer comes in to tell that MSFT will more focus on the internet. 3 to 4 years after Larry stopped all Client Server development and made all Oracle products (and services) ready for the internet. Why on earth is the monopoly-case not canceled. MSFT stock-price will be a house of cards in the next few months. Or is there anyone who can explain why I have to bet on MSFT in the next few years. There only plus at this moment is a deep pocket of money. It is game, set & match. Msft is going the same direction as Compaq. They missed the train, they lack vision and are light-years behind to Oracle, Sun and others who understood the new rules of web. And I'm a little suprised that no one seems to understand how important databases will be in the network-economy. And Oracle will have a monopoly on databases. Or is there anybody out there that still believes in Informix, Sybase or the MSFT-rubbish SQL-server. Anyhow, I'm patient and Oracle will make me (or us) rich. Larry will be the Bill Gates of the first decade of the next century. Without any doubt. Why? Vision, vision and vision! Paul

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