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Technology Stocks : Oracle Corporation (ORCL)
ORCL 200.28+0.7%Nov 24 3:59 PM EST

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To: James Luk who wrote (5270)1/30/1998 3:45:00 PM
From: Punko  Read Replies (1) of 19080
 
MSFT may not be the best with their initial offerings, but one thing they have proven consistently is that they eventually (and often quickly) catch up. SQL 7 is not Object Relational or extensible, but it is row-level locked, which is what the enterprise apps need. In fact, I think they break some ground with their optimistic locking strategy. They first lock at the table, then de-escalate progressively as they detect more contention to the page, then if they need to, down to row level - very nice, since if you don't need the overhead of a row level lock, why use it? SQL 7 does not have all the bells and whistles, but it can run the big apps for mid-market companies (50-500MM) - which IMO is the fastest growing segment of the ERP market - and do so cost effectively. This will give MSFt plenty of penetration and cost the big 3 plenty of sales in this growing market segment. As time goes on, Microsoft, with its big cash reserve and os cash cow, can continue to pour big bucks into r&d and attractive pricing to further shrink the big 3's lead. This is how they go after and usually succeed in taking over markets. I wouldn't bet against them.
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