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Technology Stocks : Oracle Corporation (ORCL)

ORCL 204.71

+3.1%

3:59 PM EST

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To: paul who wrote (431)	11/19/1996 6:00:00 PM
From: Punko	of 19080

>> they understand Oracle is the glue - not some underperforming, shrinkwrappeed piece of billy boy Sht that only runs on NT. Very nice! OK, I must admit to deliberately trying to stoke a debate re: Oracle vs. Microsoft. Just want to get everything on the table. Sounds like Msft does have a ways to go. This is further substantiated by another post I read elsewhere that mentioned that Microsoft was really struggling to keep its own web services afloat using a farm of clustered NT servers that constantly gasped and crashed, leaving many of their IS folks yearning for Unix. Let's not even talk about the fact that MS can't run its own business on NT or SQLServer. But it seems odd to me that few on this thread talk about Informix. Reading the IFMX thread, you'd swear that Oracle would be the company with the lagging stock price. How about some discussion re: Oracle8 vs. the Informix US?!! Let me try to kick it off. Seems to me Informix has a nice product, but if Oracle8 comes close to matching it in functionality and performance, even if it does ship 6 months or even 1 year later, it's adios Informix. Schedule won't matter too much, as I believe Oracle customers and vars (a sizeable group), as well as others who haven't decided, will be willing to wait for the real thing and not risk making a huge technology/infrastructure/human resources investment with a company much less diversified than Oracle whose viability is tied to what may be viewed as a Hail-Mary. I know this sounds like FUD, but this is how CIO's view the world.

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