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Technology Stocks : Oracle Corporation (ORCL)

ORCL 147.65

-4.5%

3:06 PM EST

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To: danderso who wrote (4783)	12/27/1997 6:26:00 PM
From: Carlos Leyva	Read Replies (2) of 19080

danderso, I agree that there is way to much focus being placed on the NC as a hardware device that will win or lose. It is not a question of hardware but one of architecture. CORBA/JAVA/HMTL/IP are all key components of an evolving architecture that places a significant amount of emphasis on the server. Clients will continue to get thinner and protocols like ICA from Citrix ensure that the required transition technologies exist that will drag the Windows world into this space as well. Oracle is focussed on the new architecture and the payoff could be LARGE! It takes balls to see the future and invest in it. It takes patience as well. The best way to predict the future is to help invent it! Time will tell. Carlos

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