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Strategies & Market Trends : Classic TA Workplace

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To: skinowski who wrote (93662)	3/21/2004 9:35:43 AM
From: AllansAlias	Read Replies (4) of 209892

Here's a rare thing... some FA talk... Can someone give me a fundamental argument in favour of Oracle? I do not see that they can grow. Chart hasn't gone anywhere in over a year btw. They failed in their ERP strategy -- use acquisition to become the competitor to SAP. On the database side, their products are very expensive and are being threatened by competitors, notably for the future imo, the open-source db MySQL. (SAP, and other important app. vendors have made a commitment to MySQL.) So, could ORCL pull a rabbit out of the hat and not get punished?

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