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Technology Stocks : Oracle Corporation (ORCL)

ORCL 210.44

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To: joe who wrote (9161)	12/15/1998 4:30:00 PM
From: Michael Olin	Read Replies (1) of 19080

You must get Microsoft's PR intravenously. I read that the NC is officially buried now. Sun/Oracle have officially given up on this. I think this was in one of the articles on the new "slimed" down Oracle database boxes. IMO, the new box will be another Ellison PR trick, to eventually be debunked. ("new OS", LMAO!!) NC is far from buried. NEC plans to launch a boatload of set-top NCs running software from Oracle's NCI (I posted the link a few days ago). Laugh all you want about Ellison's "PR tricks", but Oracle delivers products not vaporware (NT 5.0 will ship when??). The "raw iron" database appliance will get wide acceptance. It is the perfect platform for turnkey system deployment. "Now, all Microsoft's (old) promises are coming true: it can run bigger databases. If still not the biggest ones, but that's not important yet in the layer of the DBMS market MSFT wants to own. The short of it: SQL Server is now fast and perfectly suited for that big, rich middle market where Oracle's prices and long-time Bad Attitude have frustrated so many customers. Microsoft's going to take a chunk out of Oracle's hide in that critical, immensely profitable slice of the market over the next couple of years. " Microsoft's old promises coming true?! MS promised support for terabyte databases with SQL Server. Oracle put up $1 million for a benchmark proving MS could do that less than 100 times slower than Oracle. My bet, MS doesn't even try to collect the money. They can't. Yes it's that critical market that MS is going for. SQL Server is a great replacement for MS Access (at least you can try to do multi-user apps with SQL Server). The only way MS is going to get market share with SQL Server is by giving it away. Then again, that is a proven marketing strategy for MS, isn't it? -Michael

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