Brendan,
Bit Player????
5 times the size it is now???
I guess I don't understand your logic, Oracle is VERY large, and Owns the market in Relational Databases, just like MSFT owns the PC Software market, and Intel owns the PC chip market....
Each of these companys do what they do very well, and is foolish to spread themselves thin, branching out into areas which are already owned by someone else; Do you think Intel should try to compete with Cisco, or MSFT try to compete with USRX????
I think it is a mistake, and I believe that is what is holding the stock price down, every time Gates comes out and says he and Groves will beat down the NC, Oracle stock gets killed......
I am getting frustrated with the whole NC issue, I do not believe it has a future, and would like to see Larry E. not waste Oracle's cash on a pipe dream..............
Thanks,
Ernie |
