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Technology Stocks : Oracle Corporation (ORCL)

ORCL 214.37

+3.2%

Dec 4 3:59 PM EST

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To: paul who wrote (3417)	10/18/1997 12:36:00 PM
From: P.T.Burnem	of 19080

RE: even if sqlserver comes close to what Microsoft is promising (BIG BIG BIG IF), its achilles heel is that it only runs on NT.* Not with NT squeezing Unix out of the low-end and mid-range server market. Take a look at the following BW article: businessweek.com A couple of excerpts: And last year, NT servers for the first time outsold all the varieties of Unix servers put together--732,000 units vs. 616,000 Unix servers (80,000 of which were Sun's), says IDC. ... ''The tide of the PC revolution is rising around them [SUNW], and they can move up the tree for only so long,'' says Gates. I own some ORCL and may buy more on Monday, but I am pessimistic about their long term prospects. No software company can compete head-to-head with the Evil Empire and prosper. PTB

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