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Technology Stocks : Oracle Corporation (ORCL)
ORCL 156.58+9.6%11:41 AM EST
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To: Lizzie Tudor who wrote (7211)5/28/1998 5:29:00 AM
From: lml  Read Replies (1) of 19080
 
Michelle:

Re: Eric's comment regarding MSFT's ability to leverage on their operating system to compensate for taking "its eye of the ball" in the past" you state:

"Right. Msft has made a few mistakes and recovered - you claim this is due to their O/S leverage. Well Orcl made a few mistakes and did not recover - and had about the same leverage. Look at the apps, when orcl lost mkt share there, orcl owned the engine! Talk about a competitive advantage! What happened there?

Explain to me how ORCL's leverage over the applications market was about the same as MSFT's over the browser.

Sorry, I just don't see how the desktop & enterprise application markets may be compared in terms of evaluating the ability of the market leader of the underlying software to leverage its position to dominate emerging markets which rely upon that leader's underlying software. One must look not only to market position of that market leader, but the nature of the market & the ability of competing products to emerge & provide the customer with choice. With the desktop, I don't think the latter really exists, & that is why when "missing the ball" MSFT succeeded with IE, where, as we now debate, ORCL may not.
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