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Technology Stocks : How high will Microsoft fly?
MSFT 483.69+1.1%3:59 PM EST

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To: Reginald Middleton who wrote (12695)11/28/1998 10:07:00 AM
From: DownSouth  Read Replies (1) of 74651
 
>ORCL will (and is) facing extreme pricing pressure from MSFT

Agreed. However, ORCL is making great strides in its 8i and app server products, continues to dominate enterprise databases with a much more scalable, faster RDBMS platform (which runs well on Unix and NT).

ORCL is also positioning its applications to run on SQL server in the future if it needs to.

It isn't as though ORCL is not responding to MSFT's moves into its space. It is responding very effectively. That is why I believe ORCL will continue to dominate its area of the industry.

>IBM competes with MSFT in databases (DB2 vs. SQL7) and server applications against Back Office

Agreed again. However, DB2 is not IBM's bread and butter. IBM is becoming a service company. That is where IBM's non-big iron profit is coming from--not software. MSFT is not a service company.
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