How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 486.98

-1.4%

Nov 19 3:59 PM EST

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To: DownSouth who wrote (12361)	11/19/1998 12:41:00 AM
From: rudedog	Read Replies (1) of 74651

is it not true that SAP/PSFT on NT is overwhelmingly on the Oracle RDBMS platform? Yes, to the tune of about 60% of the NT installations. This was driven by the lack of row-level locking in SQL Server 6.5, which became a big performance issue for larger systems. SQL 7 may change this, especially as Oracle is not the most attractive SAP partner since they are also a major competitor. Is it not also true than most of the NT platforms are distributed/replicated Oracle servers with Unix servers in corporate headquarters as the central database? No, that architecture represented the early penetration in 1995 but by 1996 systems which were pure NT became the platform of choice, although mostly with Oracle on NT as the database. There is a size delta for the high end of the SAP market where a big box of some kind is needed for the back-end datastore but for the most part those systems use Unix for the datastore, app servers and enqueue service, and don't use NT at all. They represent the 20% or so of new installations which are still done on Unix. Oracle parallel server is a real bad fit with SAP - it exhibits negative scaling (performance goes down as you add more nodes). So the only solution for big systems is big iron. Tandem demonstrated a 16 node cluster that had great performance as an NT back end but CPQ and MSFT never made that a formal product, I don't know why. Maybe because it was running Tandem's database and not MSFT's.

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