SI
SI
discoversearch

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 : Y2K (Year 2000) Stocks: An Investment Discussion
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tom C who wrote (8282)12/10/1997 11:25:00 AM
From: John Mansfield  Read Replies (2) of 13949
 
Re: Y2K and Oracle

Hi Tom!

I have a similar feeling about Oracle!

< I know of two large organizations (one is a government organization) that have a policy of no money for new systems until the y2k problem is fixed>
This is what we will see increasingly the coming months!

<but as we get closer to the date, the replace option of the fix or replace equations gets less likely. These packaged applications take a long time to implement>
Right!

In a more general way, increasingly all software vendors will be judged by investors as:

- part 1: what part of their services and products help solve the problem?
- part 2: what part does not?

and:
- does the company change it's strategy to increase the first, and decrease the second part; and is it changed FAST enough?

Example:
Most Oracle software is compliant (only older versions are not). But there will probably be tons of applications written on top of Oracle (with their tools) that are not compliant. So Oracle could move consultants away from 'big-bang' replacement projects (mainframe to C/S) towards helping customers solving non-compliant stuff.

So it is difficult to say what the total effect will be of Y2K on such companies.

Any comments?

Regards,

John
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News