>Look at the apps, when orcl lost mkt share there, orcl owned the
>engine! Talk about a competitive advantage! What happened there?
Here is your own thought on what the backend db means to apps users.
"I said its a commodity as a base platform for the apps. That means if you are a baan shop, and you have orcl as a dbms, vs. ifmx you see no
real difference as a user". I quoted you from reply
Message 4532036
Well, if apps users don't care about the backend db, how can oracle
obtain any leverage? Even if there is leverage, that is totally
different from the leverage MSFT is getting. Oracle can't bundle its
apps with its database and tell everyone apps is part of the database.
>You don't see why orcl would want either of them??? Based on their
>technical architecture?? Give me a break! Supply Chain is the hottest
>sector in applications today - growing well over 100%, and many, many
>customer care more about their SCM package than the ERP (check out
>Dell).
Just because it is hot doesn't mean you need to buy the company. There
are cheaper ways to leverage off each other. SAP/Oracle/PSFT are all
lacking in that area and they are all partnering with I2/MANU. Oracle
and PSFT will come out with their own supply-chain software soon.
So it is really not true that Oracle is losing to SAP and PSFT because
of the lack of SCM. Okay, I do agree with you that maybe Oracle should
come out with SCM/Sales Automation even before I2/MANU/SEBL. But if
you want to call Oracle's management lame because of that, do the same
to SAP/PSFT's management.
>Tell me honestly who has a clear business strategy and future - Nscp
>or Yahoo?
I still think the comparison between the two are not improper. Yahoo
has a clear business strategy because that is the only strategy they
can have given the nature of the business. On the other hand, Netscape
has a lot more choices. Just two years ago very few people believe
that those search engine companies have any long term future, who
would have thought Yahoo can trade at over 100 after a 2-1 split on
the top of very little earning. In fact there are still a lot of
people including me who still doubt the long-term future for those
search companies. When Netscape was hot and Yahoo was still private,
people were hoping Yahoo can become the next Netscape. Now Netscape
is in trouble, Yahoo's stock is skyrocketing, people are hoping
Netscape can be more like Yahoo. Now everyone is praising Yahoo's
business model, will the same people still say the same when Yahoo's
stock return to a more reasonable valuation? (I don't want to
start discussing Yahoo's valuation now) Besides, in this fast-changing
and highly competitive environment, a sound business model now can
be obselete in a couple of month. So the real question is how fast
can you adapt? I think Netscape is doing a very good job so far at
swallowing her pride and adapting to the environment.
-Eric |
