How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 483.69

+1.1%

Dec 11 3:59 PM EST

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To: DownSouth who wrote (12666)	11/28/1998 7:37:00 AM
From: Reginald Middleton	Read Replies (3) of 74651

<I am long on MSFT, but I believe that your predictions are, indeed, a bit overstated. ORCL will be able to dominate the enterprise RDBMS market for several more years, at least. IBM does not even compete with MSFT and vice versa, for the most part. They are in different roles in the marketplace> ORCL will (and is) facing extreme pricing pressure from MSFT, and as MSFT moves up the food chain (with SQL 7.0 and Back Office), ORCL will feel it even more. That is why Ellison has personally took the helm of Oracle applications division. He knows that MSFT is commoditizing his cash cow database business and he needs to sell the value added through other products. he is having growth problems on the ERP side when compared to peoplesoft and the crew though. IBM comopetes with MSFT in databases (DB2 vs. SQL7) and server applications against Back Office. These are big categories for both companies.

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