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Technology Stocks : Oracle Corporation (ORCL)

ORCL 191.97

+6.6%

Dec 19 9:30 AM EST

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To: lml who wrote (6767)	4/4/1998 6:01:00 PM
From: Richard S	Read Replies (1) of 19080

First let me thank you for your response and note that you are entitled to your opinions as I am to mine however absurd you think they sound. In order to shorten the length of my response I have broken it down into 3 responses based on the questions we have been discussing. Statement 1: (clarified) "I don't think that Oracle and Sun have much of a chance against Microsoft - Compaq or IBM" I am talking about 3 factions: 1. Microsoft-Compaq targeting companies with less than $2 billion in sales 2. IBM targeting companies greater than $2 billion in sales 3. Oracle - Sun - trying to figure out what to target My interpretation of Oracle/Sun Strategy: Current strategy is to maintain share in smaller companies with Oracle 7.3, 8.0 database (formerly Oracle for Workgroups). Yet pricing is currently not competitive with Microsoft SQL Server. Trying to penetrate global marketplace - particularly Western and Eastern Europe - to build stronger bonding to Oracle brand products. Trying to increase market share in Manufacturing companies with Oracle application products. Price margins are much lower on these than the database products. Main competitors: SAP, BAAN, Peoplesoft. Main focus for Oracle is still on NC technology. Working to demonstrate the total cost of ownership advantage of centralized (aka IBM) versus decentralized (aka MS) computing. In order for Oracle to survive they will need to take market share from either IBM or Microsoft as their market share in applications will continue to erode due to competition from SAP, BAAN, Peoplesoft. Therefore IBM is not in Microsoft's camp rather they are on the other end of the field. Or to look at it another way IBM and Microsoft are like two semi-trailers driving down the expressway when they happen upon the ORACLE-SUN VW bug that gets smashed between the two of them. Microsoft's partnerships are much stronger than Oracle. Witness the inclusion of MS Explorer in DELL, COMPAQ, GATEWAY PC's and adopting it as a standard interface for the internet on AOL (to name a few). Most PC- based companies are in the Microsoft Camp. They also stand the most to lose if NCs are adopted. The only companies that are really interested in NC's are SUN, Netscape, Oracle and IBM and perhaps a few others. My point about the Merced chip and SUN is that I believe SUN is keeping it's options open. If Oracle (or Larry)doesn't succeed with his NC strategy then SUN can jump sides to the Microsoft camp.

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