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Technology Stocks : Oracle Corporation (ORCL)

ORCL 200.28

+0.7%

3:59 PM EST

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To: Michael Olin who wrote (7071)	5/5/1998 8:10:00 PM
From: WTSherman	Read Replies (1) of 19080

The network computing architecture is a separate issue from NC's and that's the problem with what Larry has done. The network computing model is the future of corporate computing for multi-user applications. It has NOTHING to do with what the machine on the desktop looks like. Some company's may chose NC's other may stick with fat PC's and some will be somewhere in the middle. ORCL is positioned pretty well to take advantage from the move to the network computing model, why ORCL and Ellison have ever gotten involved with the BS about NC's vs. PC's is beyond me. It is a distraction and it is a EGO deal. I sometimes think that the reason Ellison has a 20,000 sq.ft. house is that it takes something that size to hold his ego... All of which is beside the point. The big money, right now and for the forseeable future in corporate computing is on the large scale application side. Look at the growth of SAP, PSFT, BANNF, etc. ORCL has been late to the game and they held most of the cards initially. There's no way to excuse that failure except that management was out to lunch or too obsessed with Gates.

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