SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DownSouth who wrote (32822)10/5/2000 12:16:50 AM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
commitment and recognition of the critical importance of the solution side of the product line and his ability to build a value chain through alliances and interfaces.

Hmmm. What percentage of Oracle sales comes through VARs, if he is so hot at developing alliances and value chains? Consider lowly PRGS by comparison, the master of stealth marketing, who nevertheless get 70% of their revenue through the reseller channel. Now, just imagine what Oracle's revenue would be if their current revenue was only 30% of the total! PRGS may be invisible in most respects, but Gartner has them the leader in the "embedded" database market, i.e., databases sold as an intrinsic part of an application. They are the dollar leader, despite their overall license revenues being a tiny fraction of Oracle's.

To me, that sounds like someone succeeding *despite* having failed to exploit a major value chain.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News