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Technology Stocks : Oracle Corporation (ORCL)

ORCL 192.32

+6.9%

Dec 19 3:59 PM EST

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To: lml who wrote (6737)	4/3/1998 8:53:00 PM
From: Bob Eskimo	Read Replies (1) of 19080

At the risk of being crapped on.... I think there are problems that need consideration.... 1) SQLserver... crappy and unscalable as it is now, is slowly catching up on the low end. It will inevitably put pressure on Oracle. Like it or not, databases will become more of a commodity over then next couple of years. 2) When SAP et al sells the Oracle DBMS, they are supporting the same company they are competing against in apps..... Doesn't it seem reasonable that they are supportive of, (or at least cheering for) SQLServer growth (or anyone else but Oracle). 3) Oracle is counting on apps and consulting to make up the difference in DBMS margins. o Oracle's growth rate for apps is lagging the competition. o Consulting carries a lower multiple than software sales. I might be inclined to agree with my friend (not on SI) who thinks Oracle should be split into three companies: applications, tools and databases.

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