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Technology Stocks : How high will Microsoft fly?
MSFT 490.06+0.7%3:59 PM EST

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To: John F. Dowd who wrote (29450)9/14/1999 9:12:00 PM
From: t2  Read Replies (1) of 74651
 
They said they were going to back off the consulting initiative in order to get more support from other consultants i.e. the big five.

Basically the same problem IBM has faced. Once consulting firms get the option of providing a comparable product in the same price range, they will opt for Microsoft over IBM or Oracle. A company like IBM just can't give up that kind of business just to sell more software. I don't know if Oracle can either but I guess their strategy may be to give the appearance of cutting back on consulting in the hopes of having the Arthur Andersons of the world "push" their software. Is it any wonder that MSFT software gains so much popularity and so fast.

I wonder how Sun Microsystems does business. I would appreciate finding out whether they follow an Oracle or IBM type of business model.

Additional note on Oracle:
They claim that 80% of IBM machines have Oracle databases. That is very interesting. While other consulting firms may focus on MSFT--SQL Server 7.0, IBM chooses to push the expensive stuff (my assumption)from Oracle simply because it is less of an enemy than Microsoft. I realize these are generalizations but i am only commenting on the tendencies of consultants when faced with choices of supplier.
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