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Technology Stocks : Vantive Corporation

VNTV 77.60

+2.6%

Jan 12 4:00 PM EST

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To: Clam Clam who wrote (1395)	12/14/1997 7:12:00 PM
From: Konehead	Read Replies (2) of 3033

Clam, I know we're on the VNTV thread here, but since we're on the subject of Oracle... I'm actually amazed that Oracle has been able to maintain its pricing in the database market for this long, and it's because the SQL Server code that Microsoft inherited was not close to being able to scale up (no row level locking being a primary deficiency), and NT not yet scalable on SMP. Don't forget that Oracle has long been planning for DBMS license revenue growth to slow. As a result, Oracle built a very healthy apps business and a large and growing consulting business. So I'm afraid I don't buy into your forecast for Oracle. At 23 it's a great buy.. try doing a valuation relative to PSFT, BAANF, etc., keeping in mind Oracle is doing $1 billion of apps revenue and growing.

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