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Technology Stocks : Oracle Corporation (ORCL)
ORCL 191.97+6.6%Dec 19 9:30 AM EST

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To: Boplicity who wrote (13670)4/11/2000 8:03:00 PM
From: Bipin Prasad  Read Replies (1) of 19080
 
re: ... how much a competitive threat to ORCL, IBMs relaunch/overhaul of their database is.


Software is one of the smallest segments at IBM. It's a little bit too late for IBM trying to enter "exchange world" or "mid-range database marketplace" now. IBM has been making too many concept prs lately. So it's another noise from IBM, imho.

They should focus on what they can do best - database management software for mainframes, or larger computer systems even though high end market is going through tough time now.
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