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Technology Stocks : Oracle Corporation (ORCL)

ORCL 217.60

+1.5%

Dec 5 9:30 AM EST

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To: Kumar Nathan who wrote (4414)	12/11/1997 8:40:00 PM
From: Sowbug	Read Replies (1) of 19080

<<Vinod: I understand that Judge in MSFT case is ruling unfavorably towards MSFT. Will it be good or bad for ORCL. If it is good for NSCP Will it also be good for ORCL.?>> That's an excellent question. It should have a good long-term effect on ORCL, but it's probably short-term meaningless. MSFT competes with ORCL in ORCL's market, but it's not a monopolistic threat. Now, if NT 5.0 were going to be shipped with a built-in SQL server, that would have been another story, because the analogy would be obvious. It's long-term good for ORCL because it makes it less likely that MSFT will attempt a stunt like building database products into the OS.

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