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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (38064)	1/17/2001 2:50:08 AM
From: DownSouth	Read Replies (2) of 54805

That's exactly why Softie's .Net initiative is their next try at a discontinuous innovation. If a sufficiently strong value chain rallies around their .Net platform, they've got a slam dunk. It's a big "if" but a wildly successful one if it works. Harrumph. You think ORCL is sitting around waiting for .NET to come true? Not hardly. Oracle is working on some great tools for the ASP marketplace that MSFT hasn't even discussed. ORCL is working on some caching technologies for large databases (very large) with high hit rates that truly use network resources in amazing ways. ORCL's new Web Portal tools (replaced "WebDB") give developers very imaginative new technologies for deployment of apps over the web. Their ain't no slam dunk for MSFT. MSFT does not have a slam dunk.

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