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Technology Stocks : Oracle Corporation (ORCL)
ORCL 191.47+0.8%3:51 PM EST

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To: Jenne who wrote (12057)9/22/1999 9:39:00 AM
From: Paul van Wijk  Read Replies (1) of 19080
 
biz.yahoo.com

Brilliant!

What I do absolute admire about Oracle's strategy
is that all the pieces fit like a puzzle. Without
any redundancy, which was a crime in the client-server
age.

The database in the middle on a Raw Iron-server,
the business-apps build around the database like
CRM, ISCM, ERP and others. On top of that a simple,
flexible and easy to use protal-strategy.

And the whole concept will be centralized on hugh
server-farms, concentrating the necessary knowledge
and expertise. All accessible through simple browser
on Network Computers (or cheap 500-dollar Net-PC's. Same
principle. What's in a name like Shakespear said)

So much better than Bill's "shoot at everything that
moves, we'll integrate the rubbish later and spent a few
million on advertising to sell the rubbish"-strategy
that Microsoft is using.

Well, strategy...... Never mind!

Oracle is and will be hot for many, many quarters and
years to come. And I even expect decades. This is an
adult-concept that can hold for a very, very long time.
And it will also bring us consolidation in the software
industry. That is a good thing and means quality!

Still waiting for the Raw Iron-card (Compaq/Digital/Tandem)
and they should think about integrating a geograhical
component.

In simple words; If I type book-store into a search-
machine I would really appreciate to see the ones
next to where I live. Not 465798002 hits found.

Also teaming up with AskJeeves, like US Web is doing to
query the exponential growing content of companies in
a natural language, would be a logical move.
I can hardly find anything on our internal intranet.
Any product that can help me find things faster is
improving production and making "shared knowledge"
more accessible.

Paul
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