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Technology Stocks : All About Sun Microsystems
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To: rudedog who wrote (28500)3/4/2000 12:51:00 AM
From: paul  Read Replies (1) of 64865
 
dog - I worked in a far flung corner of Oracle - not in the towers so unless you were "slumming" you probably didnt see me.

"..I could point to a number of
other key investments that ORCL made at that time to stimulate growth of their NT business.."

Oracle's goal was to prevent SQL*Server from coming in the backdoor with NT - they played that cat and mouse game very succesfully but it was irrelevant to where the real action was - i.e - .coms/asp/isp etc. I'll also say that the amount of NT database licenses were grossly overstated simply due to the way enterprise licenses were accounted for - you can get up to 5 media platforms as long as you keep your user count to what you licensed. Almost all license sales involved NT at least as a client since a buyer gets the media for free - this would be accounted for a platform sale and a deal which was for Solaris or HPUX or AIX would get half of the revenue accounted for as NT - this same kind of ambiguity exists for all enterprise software - now this may have been OK for Oracle as they wanted to show they were growing faster than Microsoft so im sure they didnt have a problem with it.I checked with a friend at Oracle and many of these investments you talk about have been disbanded including the special sales teams and departments focused on windows NT. I also asked about market share numbers which im sure your aware Oracle does not make public and Sun remains the dominant platform with a very strong spike upward in the past few years where previously they were dwarfed by HP and IBM.
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