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Technology Stocks : Oracle Corporation (ORCL)
ORCL 196.99-1.6%Nov 25 3:59 PM EST
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To: Bipin Prasad who wrote (12015)9/20/1999 11:14:00 AM
From: Paul van Wijk  Read Replies (2) of 19080
 
You should do the same. Or wait to be 100%-sure for the
announcement this week.

The clue is that we build our ICT-infrastructure while there
were no network connections. (Forget the WAN's, it's not im-
portant).

So, there are millions of seperated databases world-wide.
That was necessary because location played a role before
the net arrived. For example, I live in Holland, you live
in the US. Without the net it was impossible to share the
same database. Since the net it is.

So there is an extreme redundancy in databases. Historically
grown. What we will see is a trend to centralization.
From millions, to hundred-thousands, to ten-thousand and
so on.

Huge databases will run on big server-farms. 24 hours a day.
A company cannot afford that a systems goes down. It was
always a "back-office"-problem. But now the big companies
are also start selling on the net, it is a FRONT-OFFICE
problem. Losing sales, losing customers etc.

So there will be a growing market for 100% reliable server-farms
with Oracle-databases run on top of it. Compaq bought Tandem
and Digital and are in the driver-seat.

So that is why Compaq is a no brainer to profit from the
B2B $1,5 triljon-market.

BTW Do you remember the Raw Iron-project presented on the
last Comdex. Database-server with Oracle on top of it
without!! an Windows NT-like Operating System. Only the
kernel.

Well, I expect that is what Larry will announce. But I
can be wrong.

Any idea what this means for Windows 2000???
It will be no goods news for Microsoft (who more and more
seem to shy away from the software-arena and seems more
and more put their money in other sectors like the
E-bay/auctions copy initiative with Dell. Today the
made a bid on the rights from the English soccer-league.
And they already own a few media-companies)

Anyhow, later too

Paul

Now we have the net it is no longer
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