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Technology Stocks : Oracle Corporation (ORCL)
ORCL 198.80-5.6%Nov 21 9:30 AM EST
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To: robert b furman who wrote (17502)8/29/2002 4:01:47 PM
From: Lizzie Tudor  Read Replies (1) of 19079
 
It is now being considered to migrate to a web based system (apparently huge cost savings).

As far as application software is concerned, the migration away from client/server and onto web-based applications is about as big as it gets. There is different or additional hardware that needs to be bought, middleware products that weren't there before and the software itself. Since the benefit of the new architectures is web accessibility, there is the possibility of more users than before, where trading partners etc can log in now when they couldn't previously. This is the whole "employee self service" concept for infrastructure apps.

In Oracle's case, I believe 11i is just taking off. I can't really verify this though and since I am in SV where spending has been halted for 2+ years it could be that the rest of the country is actually ahead in deploying these apps. If so, then slow growth ahead, I agree. If most customers are still running the not-so-smart client apps, then this is not a slow growth period for apps. It all depends on adoption rate.

Also the PC business is going to suffer with these architectures... there's no reason to have a PC, just go thin client.
L
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