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Technology Stocks : Oracle Corporation (ORCL)

ORCL 179.99

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3:59 PM EST

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To: Mark Finger who wrote (4782)	12/24/1997 2:20:00 PM
From: danderso	Read Replies (2) of 19080

All, Sometimes the critique of Oracle's prospects takes the form of 'Oracle is spending too much money on network computing and not enough on the Internet'. Seems to miss the mark. My sense is that Oracle is spending far more on network computing in the form of HTML/Java/CORBA support than on the network computer design itself. I also believe that arguments of the form 'the network computer idea is stillborn' are mistaken in that they ignore the proliferation of low cost networked devices. In its most general version, the Oracle (and Sun and IBM) idea is that HTML/Java/CORBA + penetration of the tv/phone/terminal/kiosk + digital identity will encourage proliferation of ubiquitous high bandwidth and large server infrastructure. The world seems to be headed in just that direction. Whether NCI does well or not selling its designs is not nearly as significant as the sea change in our computing/communicating/ entertaining environment, which Oracle is encouraging and trying to take advantage of. I think the real questions revolve around execution, not strategy, on which "Reasonable men differ...", and the timing relative to changes in Oracle's traditional bases. Dave

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