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Technology Stocks : Oracle Corporation (ORCL)
ORCL 179.47+0.6%12:17 PM EST

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To: treetopflier who wrote (7332)6/8/1998 11:35:00 AM
From: syborg  Read Replies (2) of 19080
 
And the debate goes on backed by popular demand.

...even I could probably buy the company.

I always enjoy starting a Monday with a good laugh.


Syborg, have you seen Sybase lose to Ingres lately? Of course not. This is your fate. Oracle won't be losing any sales to you after your acquisition either.


I can see debating this is pointless with you. You imply ORCL is not losing any sales to SYBS acquisition or not. This simply is not true and you can choose to accept it or not. True, it is not a huge series of lost sales, but they do exist. And they continue to provide product and services revenue.


I'm sick of seeing good companies make bad strategic product purchase decisions by listening to the likes of you...


careful... you have no idea who I am. You are right though that senior management makes decisions based on my recommendations.


related to the new products... Funny, the Sybase rep hasn't been to many of my fortune 500 Oracle sites selling these lately? Don't they sell these into sites where they don't have a presence?


Perhaps you are not placed high enough in the food chain to hear about pilots, evaluations and decisions until they are already made. I honestly have no idea... However, the tools division often sells into companies where there is no database presence. In fact recently a newly formed relationship with a major pharmaceutical company that has an ORCL database standard has shown great promise. They wonder what else SYBS can provide them since nobody else seemed to be able to crack their intra/extranet problems. No sense in going on and on here.


Could it be because Sybase is a component part supplier rather than a prime integrator.


Many times yes...


As for homework Syborg, I was implementing systems and running large IBM datacenters when you were in diapers.


And my distant relatives were farmers... so what? I did university research in Boston... so what? I did this.. you did that... so what? Point is we both have been around long enough in this industry to be farting dust. so what?

I have done more long range planning with large companies than you'll ever do.

There you go with the assumptions again.


The only crap here is that you seem to take refuge in proudly proclaiming that Sybase has finally achieved row level locking, something Oracle, Informix, Ingres and DB2 did in the late eighties.


Actually I am confused as to where you got that idea. I could care less about RLL, but the industry does. So the religious war is over and SYBS is now capable of supporting such vendors. ORCL is making the bet on applications providing significant revenue stream moving forward into the future. Existing package vendors will increasingly be looking for DB alternatives rather then contribute revenue to ORCL which can be used to compete against them. Since you are positioning yourself as a strategic thinker... I am sure the point is clear.


Now for scalability -- as well as the SUN relationship.


SYBS and SUN are still partners developing the largest client server project ever undertaken. Hears a clue IBM said... you have maxed out IMS find alternatives... They did, SUN & SYBS.


Imagine how good those talented people would feel with some ESOP value? How did yours do over the past 5 years?


15% money in the bank every time! I happen to enjoy trading frequently so my money gets spread around. In any case SYBS trades in realtively predictable bands for long and short buys.


No disrepect whatsoever to those 1400 VERY talented people. However, this size places you squarely in the ranks of the averge mid to large midwest consulting company -- not in the ranks of Cap Gemini, Anderson, EDS, Oracle, etc. At 1400, you aren't a blip in the grand consultancy scheme of things.


I never claimed they were going after the title. Still 1400 is a long way from non-existent which your previous post implies.

SHORT SYBS - no buyout in sight!

Rumor IMHO was made and rejected for being such a low ball.


Guess what else -- SYBS is too fat to cut enough to make next three quarter's estimates either.


Time will tell. The tech_master can host the BBQ if you are right.


A bit touchy about BEAS I see. Let see, they've been around 10 quarters, exceed SYBS market capitalization by 2.2X, are trading around 600X earnings and made their numbers for the last 10 quarters. You need a Jolt -- to reality


Actually I don't and my opinion was focused on their attempts to crack the Internet marketplace. Again I don't know who you are... but I suspect that unlike you... I have worked directly with their engineers working on the problem. Lets just say past performance may be just that... DISCLAIMER: This opinion is my own and does not suggest or imply the position of Sybase, Inc.


Please don't tell me that these newfangled tools of Sybase rely on a proprietary middleware layer not based on CORBA or I'll actually be upset that I spent this much time replying to you.


Don't worry they don't. They do however support proprietary formats pushed by others.

Sorry for the brevity and poor grammar but I was in a rush. I hope you question/debate the intent rather than the form. Back to the architecture work.

syborg
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