SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Oracle Corporation (ORCL)
ORCL 198.80-5.6%Nov 21 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michael Olin who wrote (7071)5/5/1998 8:13:00 PM
From: Lizzie Tudor  Read Replies (1) of 19079
 
Michael,
Obviously if you want to buy a dbms engine today, or in 2 mos, you are going to buy from Oracle. But the old dbms engine business is headed for commoditization due to the msft entrance later this year. I have used the new msft sql server and its not great, but its not bad. And last I heard it was going to be priced at around $800. This is going to force orcl to lower prices don't you agree? Now, there still is the very high end boutique area where msft doesn't tread. Are you saying orcl has the best very high-end engine? I hadn't heard that - I actually thought ifmx had the best multimedia and IBM otherwise. But just because I am not sure about the high end development going on at orcl I'll admit defeat there - orcl still owns the high end engine space. How much is that worth? 25 Billion? I doubt it.

Then you've got the apps area. If you are implying that rewriting the character based apps in Java is going to somehow alleviate the problems with the lack of functionality - I disagree. Orcl's solution to the huge supply chain opportunities are to partner with I2. SAP and PSFT feel that supply chain is so strategic they are either buying the technology (psft) or developing it themselves (SAP). Oracle partners with another company. Thats like admitting defeat.

Michelle
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News