Oracle Corporation (ORCL) Message Board

STOCKTALK

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.

Technology Stocks : Oracle Corporation (ORCL)

ORCL 194.29

-2.1%

1:36 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: laleh who wrote (3561)	11/7/1997 12:12:00 PM
From: Punko	Read Replies (1) of 19080

>> Gates'll be happy... How could Gates be happy about lending credibility to a platform that will enable untold millions to hop on the inter/intranet and do significant computing tasks without windows? Any threat to Microsoft's OS business threatens the rest of Microsoft. If Network Computing lives up to its potential, the best Microsoft can do is cut its OS margins drastically to retain share. MOre likely, IMO, it will lose share. Short term, an Apple deal will be painful to Orcl shareholders, but if properly executed, it could put incredible pressure on Microsoft. Remember that Apple also controls a competent OS that can scale from the desktop to the enterprise (Rhapsody). And Oracle has the market clout and marketing savvy to turn this into a viable NT alternative (especially if they make it public domain like Msft did to its browser and market it effectively - which is where other public os attempts like Linux have come up short). Add the ability to emulate Windows to support legacy Windows/NT apps and you've got a potential monopoly buster. As a sidebar, check out this piece on Lotus' planned eSuite java-based office software: zdnet.com So the apple deal CAN have a major impact in the marketplace: 1. Apple hardware unit gives Oracle's NCI control of hardware it needs to fulfill the NC vision to give the 80% of the computing world that does not need a Fat client with OS a more cost effective model. 2. A giveaway of Apple's advanced OS (financed by Oracle's highly profitable DB/Apps/Services businesses) to give remaining 20% an alternative to Windows and NT.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next