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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (15723)1/20/2000 11:49:00 AM
From: Thomas Mercer-Hursh  Read Replies (3) of 54805
 
Last months slashing of their retail prices by ORCL by 50%

That wasn't a real price cut. The prior published price list was a joke -- just something to throw out at the start of the bargaining like the price a seller in a bazaar would first give to a tourist, hoping for a sucker. In practice, those prices were most often heavily discounted for the real sales. The revised list is an attempt to publish a price and make it real. For some types of customers it will be an increase.

They are the King and can be de-throned by MSFT over time.

MSFT will certainly nibble away at the low end, but I haven't seen any sign of them even remotely being able to compete at the high end, certainly not anytime soon. If anything, I would guess that ORCL was more vulnerable there to a technology shift, e.g., if OORDBMS started to become the thing to have and someone else suddenly emerged as the strong player in that flavor.
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