Re: "MSFT isn't really that good at software, and as long as ORCL sticks to doing their job they can control their own fate."
Agree. Isn't it ironic this is what MSFT told INTL as revealed in the latest antitrust proceedings. MSFT thinks its good at software -- but their software is crap. Just look at Windows 98. They've been "perfecting" Windows for 6-7 years now & they still can't put out a dependable product. Why on earth would any IT manager risk his job, his career & go out & purchase SQL 7.0 just to save a few corporate dollars, especially when addressing mission critical applications?
What MSFT is good at is copying technology & resorting its market clout to compel others to adopt its technology that it makes proprietary to Windows. It does this because it KNOWS that its technology is not the best. What the antitrust proceedings will do -- if they have not done so already -- is "persuade" MSFT that its jawbone tactics will no longer be tolerated.
Re: Price & Antitrust Proceedings Against MSFT
ORCL's price will not double if MSFT does not fair well in the trial. Granted, ORCL's ability to grow market share from its present dominant position in database is arguably influenced by MSFT ability to compete. But to think the price will double is ludicrous. IMHO, the latest runnup into the 30's is demonstrative of the market's perception that SQL 7.0 will have a de minimus impact on ORCL's fortunes going forward.
If anything positive is to come from the anti-trust proceedings against MSFT, as mentioned above, it is a "reformed" MSFT that will not resort to the jawbone tactics that are now coming to light to force their technology upon the market. This, IMHO, will have a more positive impact upon ORCL, as well as other major (& smaller) software companies.
This is what I'd like to see. But then again, I may be dreaming. Either way, ORCL does in-fact control its own destiny. |
