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Technology Stocks : Oracle Corporation (ORCL)
ORCL 224.08+1.6%1:49 PM EST
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To: Adam Nash who wrote (11936)9/16/1999 4:34:00 PM
From: Paul van Wijk  Read Replies (2) of 19079
 
Adam,

You are right about the "Stock for stock"-thing. And you are
right it adds some extra functionality to the Office-stuff.

But since last month Sun offers Star-Office for free as we
know (have no intention to switch from MS-Office to
Office-star, that's not the point).

This means that either MSFT facing pricing pressure on their
biggest cash-cow. Or they will lose market-share. Just like
Lynux did to the OS.

So MS Office is over the top. It will take some time before
it will really hurt MSFT. But it will, sooner or later. One
way or the other.

If your are interested in what to expect, just study on the
Product Life Cycle-theory. It will help you to "predict" the
future.

Bottomline; Sun's acquistion of Star-Office is a strategic
one (it hit MSFT in the hart/wallet, MSFT's acquisition of
Visio isn't.)

With regards,

Paul
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