Fine, good arguments, but the fact remains that the only growth in platform sales for Oracle is NT. Just look at their numbers for any of the last 3 qtrs.
Of course Oracle still outsells sql server on NT, thats because the "old" sql server (release 6, I think) was the sybase inspired, low end product. Then, about 3 years ago, Msft hired one of (if not THE) top DBMS designers in the country to build a new sql engine and he hired all his friends (Jim Gray, author of the 2-pahse commit, formerly IBM Santa Theresa). Sql Server release 7 will ship in the fall. Now, other than the obvious issues with the maturity of the new Sql Server , the fact is it looks like it actually could be a superior product in some ways to the Oracle offering, Oracles new database hasnt really taken off so that makes it even worse. All the ERPs have Sql server ports now and some have endorsed Sql server as the engine of choice (Oracle bad management contributed to this).
I believe most of the NT bears are not looking at the whole picture, which is, NT + Sql Server + Dell low cost server offering. Anyway back to Dell, if a company wants to buy a midrange enterprise offering that competes with the Dell/Nt/Sql Server product it might be something from Sun + Oracle. Well Sun is innefficient big time in mfg, they cant even come up on ERP much less SCM (Dell KILLS then in efficiency), Oracle will decline - it already is, and thats pretty much it imo. Anyway I dont think unix is going away either but the high end is going to get squeezed again and all the unix guys are going to be competing for a smaller mkt - Sun, Tdm, Dec, etc + IBM at the very high end.
MH |
