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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 7:02:00 PM
From: Richard S	Read Replies (3) of 19080

Statement 3: "Microsoft will also introduce a data warehousing product targeting Oracle's core database business" First of all I do not think that Oracle will cease to exist just that it will become a smaller company with a focus on applications. They will then compete directly against Peoplesoft, SAP and BAAN. Microsoft will not be in the picture unless they acquire one of the other 3 companies. Oracle's core business is the database business. That is their cash cow and provides the greatest share of their earnings. Without it their earnings will continue to erode. Oracle's ability to sustain an advantage in that market will depend on its ability to successfully develop applications. That has never been a strong point for them but that may improve. What scalability issues are you referring too? SQL Server database scales to the terabyte range and Windows NT 5.0 will become a defacto standard for networking and server operating systems. Both of these products are due out 3rd quarter of this year. Watch Oracle stock drop then !! Do you have any understanding of what data warehousing and data marts are? Not sure you do. Much of this development is being put on hold because tools are still being developed and the costs of development are very high. Data warehousing is an iterative development process and requires a great deal of time and effort to maintain currently. Many companies have put these type of projects on hold until after Year 2000 issues have been dealt with. Therefore Microsoft has a good chance to succeed in datawarehousing area.

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