Well paul, when you look at license revenue from Oracle you need to separate the engine from apps. And with each of these areas, you then need to remove services and support. Beyond that there is the issue of qtr/qtr growth or year over year for each of dbms and apps.
Every company in the space (psft,orcl,sap) breaks out revenue differently too. For example, I think its psft that includes "upgrade consulting" which is cut rate consulting, under licenses because upgrades are licenses.
I see where I said 10% which was a general number, non specific, a first glance estimate. Then I later said 13% which is what I calculated the dbms growth rate to be. I dont remember saying 19%. But again, its not that easy to distill out the correct license revenue numbers in comparison to the competition since they all play with figures.
I have made it clear on this and other threads that I feel Oracle really blew it in the enterprise sw market. It doesnt mean all is lost. I think you guys are sugar coating everything. Maybe Larry got overly optimistic advice like all of you on this thread and thats why hes in the soup hes in.
Remember, Oracle is not just competing against msft with sql server. It is really Oracle/unix/misc unix hardware vendors (Sun) competing against Sql Server/NT/Dell. As a former Dell mfg automation expert I can tell you that Dell will kill any Sun offering in mfg efficiency and (imo) marketing. Oracle better acknowledge that NT is the mkt they need to excel in, regardless of what they think of NT. In an Oracle7 vs. Sql server showdown Sql server will win. The new products from Oracle are Oracles only hope. The good news is they look pretty dang good. Larry has vision in dbms tech, I dont think msft has that, they just copy everybody. |
